TrueWealth LLC’s CDW CDW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $46K | Hold |
399
| – | – | 0.02% | 286 |
|
2020
Q1 | $37K | Hold |
399
| – | – | 0.02% | 283 |
|
2019
Q4 | $57K | Hold |
399
| – | – | 0.02% | 258 |
|
2019
Q3 | $49K | Hold |
399
| – | – | 0.02% | 264 |
|
2019
Q2 | $44K | Hold |
399
| – | – | 0.02% | 282 |
|
2019
Q1 | $38K | Hold |
399
| – | – | 0.02% | 291 |
|
2018
Q4 | $32K | Hold |
399
| – | – | 0.02% | 300 |
|
2018
Q3 | $35K | Hold |
399
| – | – | 0.02% | 313 |
|
2018
Q2 | $32K | Hold |
399
| – | – | 0.02% | 324 |
|
2018
Q1 | $28K | Hold |
399
| – | – | 0.01% | 317 |
|
2017
Q4 | $28K | Buy |
+399
| New | +$28K | 0.01% | 365 |
|