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WealthPLAN Partners’s
CDW
CDW
Stock Holding History
WealthPLAN Partners’s Portfolio
CDW Stock Details
CDW Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-10
Closed
-$1.95K
–
1280
2023
Q1
$1.95K
Buy
+10
New
+$1.96K
﹤0.01%
1135
2016
Q3
–
Sell
-442
Closed
-$18
–
968
2016
Q2
$18
Buy
+442
New
+$18.3K
﹤0.01%
2487
2015
Q4
$46
Buy
+1,104
New
+$48.1K
﹤0.01%
1664
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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