V Wealth Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,608
| Closed | -$1.03M | – | 150 |
|
|
2023
Q2 | $1.03M | Sell |
5,608
-78
| -1% | -$14.3K | 0.17% | 111 |
|
|
2023
Q1 | $1.11M | Buy |
5,686
+41
| +0.7% | +$7.99K | 0.21% | 107 |
|
|
2022
Q4 | $1.01M | Buy |
5,645
+218
| +4% | +$38.9K | 0.21% | 109 |
|
|
2022
Q3 | $847K | Buy |
5,427
+70
| +1% | +$10.9K | 0.17% | 129 |
|
|
2022
Q2 | $844K | Buy |
5,357
+72
| +1% | +$11.3K | 0.16% | 155 |
|
|
2022
Q1 | $945K | Sell |
5,285
-3
| -0.1% | -$536 | 0.15% | 159 |
|
|
2021
Q4 | $1.08M | Buy |
5,288
+48
| +0.9% | +$9.83K | 0.16% | 147 |
|
|
2021
Q3 | $954K | Buy |
5,240
+259
| +5% | +$47.2K | 0.15% | 155 |
|
|
2021
Q2 | $872K | Buy |
4,981
+87
| +2% | +$15.2K | 0.14% | 170 |
|
|
2021
Q1 | $811K | Sell |
4,894
-44
| -0.9% | -$7.29K | 0.15% | 168 |
|
|
2020
Q4 | $651K | Buy |
+4,938
| New | +$651K | 0.13% | 177 |
|
|
2020
Q3 | – | Sell |
-5,971
| Closed | -$694K | – | 191 |
|
|
2020
Q2 | $694K | Sell |
5,971
-45
| -0.7% | -$5.23K | 0.18% | 142 |
|
|
2020
Q1 | $561K | Sell |
6,016
-953
| -14% | -$88.9K | 0.18% | 135 |
|
|
2019
Q4 | $859K | Hold |
6,969
| – | – | 0.31% | 86 |
|
|
2019
Q3 | $859K | Sell |
6,969
-237
| -3% | -$29.2K | 0.31% | 86 |
|
|
2019
Q2 | $798K | Sell |
7,206
-460
| -6% | -$50.9K | 0.3% | 90 |
|
|
2019
Q1 | $814K | Sell |
7,666
-519
| -6% | -$55.1K | 0.33% | 83 |
|
|
2018
Q4 | $658K | Sell |
8,185
-950
| -10% | -$76.4K | 0.33% | 83 |
|
|
2018
Q3 | $810K | Sell |
9,135
-142
| -2% | -$12.6K | 0.37% | 74 |
|
|
2018
Q2 | $782K | Sell |
9,277
-373
| -4% | -$31.4K | 0.44% | 62 |
|
|
2018
Q1 | $665K | Sell |
9,650
-27,149
| -74% | -$1.87M | 0.35% | 78 |
|
|
2017
Q4 | $2.65M | Sell |
36,799
-4,861
| -12% | -$351K | 1.34% | 17 |
|
|
2017
Q3 | $2.75M | Buy |
41,660
+966
| +2% | +$63.7K | 1.39% | 14 |
|
|
2017
Q2 | $2.55M | Buy |
40,694
+265
| +0.7% | +$16.6K | 1.2% | 14 |
|
|
2017
Q1 | $2.34M | Buy |
40,429
+1,730
| +4% | +$100K | 1.43% | 15 |
|
|
2016
Q4 | $2.01M | Sell |
38,699
-932
| -2% | -$48.4K | 1.47% | 13 |
|
|
2016
Q3 | $1.81M | Buy |
39,631
+2,637
| +7% | +$120K | 1.46% | 15 |
|
|
2016
Q2 | $1.48M | Sell |
36,994
-440
| -1% | -$17.6K | 1.21% | 23 |
|
|
2016
Q1 | $1.56M | Buy |
+37,434
| New | +$1.56M | 1.24% | 29 |
|