Wealthspire Advisors (Maryland)’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-586
| Closed | -$56K | – | 729 |
|
|
2019
Q1 | $56K | Buy |
586
+236
| +67% | +$22.6K | ﹤0.01% | 853 |
|
|
2018
Q4 | $28K | Buy |
350
+240
| +218% | +$19.2K | ﹤0.01% | 1082 |
|
|
2018
Q3 | $10K | Sell |
110
-23
| -17% | -$2.09K | ﹤0.01% | 1507 |
|
|
2018
Q2 | $11K | Buy |
133
+14
| +12% | +$1.16K | ﹤0.01% | 1489 |
|
|
2018
Q1 | $8K | Buy |
119
+23
| +24% | +$1.55K | ﹤0.01% | 1637 |
|
|
2017
Q4 | $7K | Sell |
96
-131
| -58% | -$9.55K | ﹤0.01% | 1717 |
|
|
2017
Q3 | $15K | Buy |
227
+3
| +1% | +$198 | ﹤0.01% | 1396 |
|
|
2017
Q2 | $14K | Buy |
224
+4
| +2% | +$250 | ﹤0.01% | 1386 |
|
|
2017
Q1 | $13K | Buy |
220
+68
| +45% | +$4.02K | ﹤0.01% | 1230 |
|
|
2016
Q4 | $8K | Sell |
152
-698
| -82% | -$36.7K | ﹤0.01% | 1284 |
|
|
2016
Q3 | $39K | Buy |
850
+698
| +459% | +$32K | 0.01% | 845 |
|
|
2016
Q2 | $6K | Hold |
152
| – | – | ﹤0.01% | 1294 |
|
|
2016
Q1 | $6K | Hold |
152
| – | – | ﹤0.01% | 1292 |
|
|
2015
Q4 | $6K | Buy |
+152
| New | +$6K | ﹤0.01% | 1302 |
|