BCWM
CDK
Bartlett & Co Wealth Management’s CDK Global, Inc. CDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,395
| Closed | -$241K | – | 1309 |
|
|
2022
Q2 | $241K | Hold |
4,395
| – | – | ﹤0.01% | 345 |
|
|
2022
Q1 | $214K | Buy |
+4,395
| New | +$214K | ﹤0.01% | 378 |
|
|
2021
Q4 | – | Sell |
-4,062
| Closed | -$173K | – | 942 |
|
|
2021
Q3 | $173K | Hold |
4,062
| – | – | ﹤0.01% | 346 |
|
|
2021
Q2 | $202K | Hold |
4,062
| – | – | ﹤0.01% | 331 |
|
|
2021
Q1 | $220K | Sell |
4,062
-457
| -10% | -$24.7K | ﹤0.01% | 325 |
|
|
2020
Q4 | $234K | Buy |
4,519
+58
| +1% | +$3.01K | 0.01% | 313 |
|
|
2020
Q3 | $194K | Hold |
4,461
| – | – | ﹤0.01% | 311 |
|
|
2020
Q2 | $185K | Sell |
4,461
-11
| -0.2% | -$456 | ﹤0.01% | 320 |
|
|
2020
Q1 | $147K | Buy |
4,472
+11
| +0.2% | +$361 | ﹤0.01% | 317 |
|
|
2019
Q4 | $244K | Hold |
4,461
| – | – | 0.01% | 313 |
|
|
2019
Q3 | $215K | Buy |
4,461
+1,434
| +47% | +$69K | 0.01% | 323 |
|
|
2019
Q2 | $150K | Buy |
3,027
+215
| +8% | +$10.6K | 0.01% | 284 |
|
|
2019
Q1 | $165K | Hold |
2,812
| – | – | 0.01% | 265 |
|
|
2018
Q4 | $135K | Sell |
2,812
-2,650
| -49% | -$127K | 0.01% | 283 |
|
|
2018
Q3 | $342K | Sell |
5,462
-66
| -1% | -$4.13K | 0.01% | 220 |
|
|
2018
Q2 | $360K | Hold |
5,528
| – | – | 0.01% | 217 |
|
|
2018
Q1 | $350K | Buy |
+5,528
| New | +$350K | 0.01% | 216 |
|