Valued Wealth Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43K | Sell |
8
-6
| -43% | -$1.07K | ﹤0.01% | 411 |
|
|
2025
Q1 | $2.24K | Hold |
14
| – | – | ﹤0.01% | 401 |
|
|
2024
Q4 | $2.44K | Hold |
14
| – | – | ﹤0.01% | 388 |
|
|
2024
Q3 | $3.17K | Sell |
14
-1
| -7% | -$226 | ﹤0.01% | 330 |
|
|
2024
Q2 | $3.36K | Hold |
15
| – | – | ﹤0.01% | 312 |
|
|
2024
Q1 | $3.84K | Buy |
15
+7
| +88% | +$1.79K | ﹤0.01% | 275 |
|
|
2023
Q4 | $1.62K | Buy |
+8
| New | +$1.62K | ﹤0.01% | 327 |
|