True Wealth Design’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.6K | Buy |
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|
2025
Q2 | $5.18K | Buy |
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|
2025
Q1 | $1.6K | Buy |
|
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|
2024
Q4 | $697 | Sell |
|
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|
2024
Q3 | $1.36K | Sell |
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|
2024
Q2 | $1.57K | Buy |
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|
2024
Q1 | $1.28K | Buy |
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|
2023
Q4 | $682 | Hold |
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|
2023
Q3 | $606 | Hold |
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|
2023
Q2 | $551 | Hold |
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|
2023
Q1 | $585 | Hold |
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|
2022
Q4 | $536 | Buy |
|