YHB Investment Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,414
| Closed | -$317K | – | 282 |
|
|
2024
Q2 | $317K | Sell |
1,414
-20
| -1% | -$4.48K | 0.03% | 230 |
|
|
2024
Q1 | $367K | Hold |
1,434
| – | – | 0.03% | 217 |
|
|
2023
Q4 | $326K | Buy |
1,434
+20
| +1% | +$4.55K | 0.03% | 220 |
|
|
2023
Q3 | $285K | Hold |
1,414
| – | – | 0.03% | 230 |
|
|
2023
Q2 | $259K | Hold |
1,414
| – | – | 0.02% | 244 |
|
|
2023
Q1 | $276K | Hold |
1,414
| – | – | 0.03% | 235 |
|
|
2022
Q4 | $253K | Hold |
1,414
| – | – | 0.03% | 248 |
|
|
2022
Q3 | $221K | Buy |
+1,414
| New | +$221K | 0.02% | 260 |
|