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Waverly Advisors’s CDW CDW Stock Holding History

Waverly Advisors’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$419K Buy
2,348
+314
+15% +$56.1K ﹤0.01% 855
2025
Q1 		$326K Sell
2,034
-113
-5% -$18.1K ﹤0.01% 901
2024
Q4 		$374K Buy
+2,147
New +$374K 0.01% 753