Wealthspire Advisors (New York)’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Buy |
2,754
+690
| +33% | +$123K | ﹤0.01% | 541 |
|
|
2025
Q1 | $331K | Sell |
2,064
-109
| -5% | -$17.5K | ﹤0.01% | 618 |
|
|
2024
Q4 | $378K | Sell |
2,173
-46
| -2% | -$8.01K | ﹤0.01% | 590 |
|
|
2024
Q3 | $502K | Buy |
+2,219
| New | +$502K | 0.01% | 501 |
|
|
2019
Q1 | – | Sell |
-141
| Closed | -$11K | – | 173 |
|
|
2018
Q4 | $11K | Buy |
+141
| New | +$11K | ﹤0.01% | 473 |
|