Carson Wealth (CWM LLC)’s CDK Global, Inc. CDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-622
| Closed | -$34K | – | 4321 |
|
|
2022
Q2 | $34K | Sell |
622
-683
| -52% | -$37.3K | ﹤0.01% | 1825 |
|
|
2022
Q1 | $64K | Buy |
1,305
+90
| +7% | +$4.41K | ﹤0.01% | 1505 |
|
|
2021
Q4 | $51K | Buy |
+1,215
| New | +$51K | ﹤0.01% | 1558 |
|
|
2021
Q2 | $50K | Hold |
1,009
| – | – | ﹤0.01% | 1403 |
|
|
2021
Q1 | $50K | Hold |
1,009
| – | – | ﹤0.01% | 1403 |
|
|
2020
Q4 | $50K | Hold |
1,009
| – | – | ﹤0.01% | 1403 |
|
|
2020
Q3 | $50K | Hold |
1,009
| – | – | ﹤0.01% | 1403 |
|
|
2020
Q2 | $50K | Hold |
1,009
| – | – | ﹤0.01% | 1403 |
|
|
2020
Q1 | $50K | Hold |
1,009
| – | – | ﹤0.01% | 1403 |
|
|
2019
Q4 | $50K | Hold |
1,009
| – | – | ﹤0.01% | 1403 |
|
|
2019
Q3 | $50K | Hold |
1,009
| – | – | ﹤0.01% | 1403 |
|
|
2019
Q2 | $50K | Hold |
1,009
| – | – | ﹤0.01% | 1403 |
|
|
2019
Q1 | $50K | Buy |
1,009
+167
| +20% | +$8.28K | ﹤0.01% | 1403 |
|
|
2018
Q4 | $40K | Buy |
842
+43
| +5% | +$2.04K | ﹤0.01% | 928 |
|
|
2018
Q3 | $50K | Sell |
799
-28
| -3% | -$1.75K | ﹤0.01% | 752 |
|
|
2018
Q2 | $54K | Buy |
827
+28
| +4% | +$1.83K | ﹤0.01% | 614 |
|
|
2018
Q1 | $51K | Hold |
799
| – | – | ﹤0.01% | 551 |
|
|
2017
Q4 | $57K | Sell |
799
-18
| -2% | -$1.28K | ﹤0.01% | 508 |
|
|
2017
Q3 | $52K | Buy |
817
+18
| +2% | +$1.15K | ﹤0.01% | 514 |
|
|
2017
Q2 | $50K | Hold |
799
| – | – | ﹤0.01% | 479 |
|
|
2017
Q1 | $52K | Hold |
799
| – | – | ﹤0.01% | 455 |
|
|
2016
Q4 | $48K | Buy |
799
+579
| +263% | +$34.8K | ﹤0.01% | 455 |
|
|
2016
Q3 | $13K | Sell |
220
-43
| -16% | -$2.54K | ﹤0.01% | 643 |
|
|
2016
Q2 | $15K | Buy |
263
+36
| +16% | +$2.05K | ﹤0.01% | 505 |
|
|
2016
Q1 | $11K | Sell |
227
-535
| -70% | -$25.9K | ﹤0.01% | 518 |
|
|
2015
Q4 | $36K | Buy |
762
+509
| +201% | +$24K | ﹤0.01% | 348 |
|
|
2015
Q3 | $12K | Buy |
+253
| New | +$12K | ﹤0.01% | 434 |
|