BWM
CDK
BerganKDV 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 |
-35
| Closed | -$2K | – | 1103 |
|
|
2022
Q2 | $2K | Sell |
35
-21
| -38% | -$1.2K | ﹤0.01% | 868 |
|
|
2022
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 828 |
|
|
2021
Q4 | $2K | Sell |
56
-13
| -19% | -$464 | ﹤0.01% | 951 |
|
|
2021
Q3 | $3K | Sell |
69
-3
| -4% | -$130 | ﹤0.01% | 854 |
|
|
2021
Q2 | $4K | Hold |
72
| – | – | ﹤0.01% | 747 |
|
|
2021
Q1 | $4K | Buy |
72
+4
| +6% | +$222 | ﹤0.01% | 717 |
|
|
2020
Q4 | $4K | Hold |
68
| – | – | ﹤0.01% | 712 |
|
|
2020
Q3 | $3K | Buy |
68
+12
| +21% | +$529 | ﹤0.01% | 672 |
|
|
2020
Q2 | $2K | Buy |
56
+7
| +14% | +$250 | ﹤0.01% | 804 |
|
|
2020
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 768 |
|
|
2019
Q4 | $3K | Buy |
49
+14
| +40% | +$857 | ﹤0.01% | 736 |
|
|
2019
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 643 |
|
|
2019
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 683 |
|
|
2019
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 673 |
|
|
2018
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 627 |
|
|
2018
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 593 |
|
|
2018
Q2 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 612 |
|