WealthPLAN Partners’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10
| Closed | -$1.95K | – | 1280 |
|
|
2023
Q1 | $1.95K | Buy |
+10
| New | +$1.95K | ﹤0.01% | 1135 |
|
|
2016
Q3 | – | Sell |
-442
| Closed | -$18 | – | 968 |
|
|
2016
Q2 | $18 | Buy |
+442
| New | +$18 | ﹤0.01% | 2487 |
|
|
2015
Q4 | $46 | Buy |
+1,104
| New | +$46 | ﹤0.01% | 1664 |
|