Walled Lake Planning & Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-331
| Closed | -$60K | – | 134 |
|
|
2021
Q3 | $60K | Hold |
331
| – | – | 0.04% | 153 |
|
|
2021
Q2 | $58K | Buy |
331
+1
| +0.3% | +$175 | 0.04% | 148 |
|
|
2021
Q1 | $55K | Hold |
330
| – | – | 0.04% | 141 |
|
|
2020
Q4 | $43K | Buy |
330
+1
| +0.3% | +$130 | 0.03% | 143 |
|
|
2020
Q3 | $39K | Buy |
329
+1
| +0.3% | +$119 | 0.03% | 141 |
|
|
2020
Q2 | $38K | Hold |
328
| – | – | 0.03% | 123 |
|
|
2020
Q1 | $31K | Buy |
328
+1
| +0.3% | +$95 | 0.03% | 127 |
|
|
2019
Q4 | $47K | Buy |
+327
| New | +$47K | 0.03% | 119 |
|