V Wealth Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $847K | Buy |
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|
2022
Q2 | $844K | Buy |
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|
2022
Q1 | $945K | Sell |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $954K | Buy |
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|
2021
Q2 | $872K | Buy |
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|
2021
Q1 | $811K | Sell |
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|
2020
Q4 | $651K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $694K | Sell |
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|
2020
Q1 | $561K | Sell |
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|
2019
Q4 | $859K | Hold |
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|
2019
Q3 | $859K | Sell |
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|
2019
Q2 | $798K | Sell |
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|
2019
Q1 | $814K | Sell |
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|
2018
Q4 | $658K | Sell |
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|
2018
Q3 | $810K | Sell |
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|
2018
Q2 | $782K | Sell |
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|
2018
Q1 | $665K | Sell |
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|
2017
Q4 | $2.65M | Sell |
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|
2017
Q3 | $2.75M | Buy |
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|
2017
Q2 | $2.55M | Buy |
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|
2017
Q1 | $2.34M | Buy |
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|
2016
Q4 | $2.01M | Sell |
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|
2016
Q3 | $1.8M | Buy |
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|
2016
Q2 | $1.48M | Sell |
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|
2016
Q1 | $1.56M | Buy |
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