Western Pacific Wealth Management’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 |
-86
| Closed | -$16.8K | – | 285 |
|
|
2023
Q1 | $16.8K | Hold |
86
| – | – | 0.01% | 190 |
|
|
2022
Q4 | $15.4K | Hold |
86
| – | – | 0.01% | 187 |
|
|
2022
Q3 | $13K | Hold |
86
| – | – | 0.01% | 188 |
|
|
2022
Q2 | $13K | Hold |
86
| – | – | 0.01% | 138 |
|
|
2022
Q1 | $15K | Hold |
86
| – | – | 0.01% | 153 |
|
|
2021
Q4 | $17K | Buy |
+86
| New | +$17K | 0.01% | 159 |
|