Wealth Alliance’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Buy |
3,005
+659
| +28% | +$118K | 0.06% | 276 |
|
|
2025
Q1 | $376K | Buy |
+2,346
| New | +$376K | 0.05% | 341 |
|
|
2022
Q2 | – | Sell |
-2,272
| Closed | -$407K | – | 452 |
|
|
2022
Q1 | $407K | Buy |
2,272
+249
| +12% | +$44.6K | 0.08% | 263 |
|
|
2021
Q4 | $414K | Sell |
2,023
-519
| -20% | -$106K | 0.08% | 264 |
|
|
2021
Q3 | $463K | Sell |
2,542
-62
| -2% | -$11.3K | 0.1% | 218 |
|
|
2021
Q2 | $455K | Sell |
2,604
-76
| -3% | -$13.3K | 0.11% | 219 |
|
|
2021
Q1 | $444K | Sell |
2,680
-130
| -5% | -$21.5K | 0.12% | 194 |
|
|
2020
Q4 | $370K | Sell |
2,810
-74
| -3% | -$9.74K | 0.11% | 230 |
|
|
2020
Q3 | $345K | Buy |
2,884
+87
| +3% | +$10.4K | 0.12% | 201 |
|
|
2020
Q2 | $325K | Buy |
2,797
+230
| +9% | +$26.7K | 0.13% | 201 |
|
|
2020
Q1 | $239K | Buy |
+2,567
| New | +$239K | 0.13% | 194 |
|