CWP
CDK

Concord 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
-767
Closed -$42K 1277
2022
Q2
$42K Sell
767
-32
-4% -$1.75K 0.01% 402
2022
Q1
$39K Hold
799
0.01% 479
2021
Q4
$33K Buy
+799
New +$33K 0.01% 538