Valeo Financial Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-19
| Closed | -$3K | – | 661 |
|
|
2021
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 1594 |
|
|
2020
Q4 | $3K | Sell |
19
-235
| -93% | -$37.1K | ﹤0.01% | 1426 |
|
|
2020
Q3 | $30K | Sell |
254
-136
| -35% | -$16.1K | ﹤0.01% | 781 |
|
|
2020
Q2 | $45K | Buy |
390
+326
| +509% | +$37.6K | ﹤0.01% | 733 |
|
|
2020
Q1 | $7K | Buy |
64
+5
| +8% | +$547 | ﹤0.01% | 1145 |
|
|
2019
Q4 | $8K | Hold |
59
| – | – | ﹤0.01% | 1146 |
|
|
2019
Q3 | $7K | Buy |
59
+40
| +211% | +$4.75K | ﹤0.01% | 1095 |
|
|
2019
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 1382 |
|
|
2019
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 1332 |
|
|
2018
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 1256 |
|
|
2018
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 1430 |
|
|
2018
Q2 | $2K | Sell |
19
-119
| -86% | -$12.5K | ﹤0.01% | 1320 |
|
|
2018
Q1 | $10K | Buy |
+138
| New | +$10K | ﹤0.01% | 913 |
|