WA
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Wealthstream Advisors’s CDW CDW Stock Holding History

Wealthstream Advisors’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-912
Closed -$233K – 150
2024
Q1 		$233K Sell
912
-149
-14% -$38.1K 0.09% 118
2023
Q4 		$241K Buy
+1,061
New +$241K 0.1% 122