BWP
CDK
Baldwin Wealth Partners’s CDK Global, Inc. CDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 714 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 715 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 706 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 664 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 682 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 672 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 640 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 573 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 555 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 564 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 577 |
|
|
2019
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 560 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 550 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 535 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 536 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 552 |
|
|
2018
Q3 | – | Sell |
-46
| Closed | -$3K | – | 546 |
|
|
2018
Q2 | $3K | Hold |
46
| – | – | ﹤0.01% | 493 |
|
|
2018
Q1 | $3K | Hold |
46
| – | – | ﹤0.01% | 471 |
|
|
2017
Q4 | $3K | Hold |
46
| – | – | ﹤0.01% | 455 |
|
|
2017
Q3 | $3K | Hold |
46
| – | – | ﹤0.01% | 460 |
|
|
2017
Q2 | $3K | Sell |
46
-186
| -80% | -$12.1K | ﹤0.01% | 457 |
|
|
2017
Q1 | $15K | Hold |
232
| – | – | ﹤0.01% | 397 |
|
|
2016
Q4 | $14K | Hold |
232
| – | – | ﹤0.01% | 408 |
|
|
2016
Q3 | $13K | Hold |
232
| – | – | ﹤0.01% | 431 |
|
|
2016
Q2 | $13K | Hold |
232
| – | – | ﹤0.01% | 377 |
|
|
2016
Q1 | $11K | Buy |
+232
| New | +$11K | ﹤0.01% | 408 |
|