CWS
CDK
Cypress Wealth Services’s CDK Global, Inc. CDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,395
| Closed | -$200K | – | 270 |
|
|
2019
Q1 | $200K | Buy |
+3,395
| New | +$200K | 0.06% | 242 |
|
|
2018
Q4 | – | Sell |
-3,463
| Closed | -$217K | – | 242 |
|
|
2018
Q3 | $217K | Sell |
3,463
-3
| -0.1% | -$188 | 0.08% | 199 |
|
|
2018
Q2 | $225K | Buy |
3,466
+42
| +1% | +$2.73K | 0.09% | 196 |
|
|
2018
Q1 | $217K | Hold |
3,424
| – | – | 0.09% | 173 |
|
|
2017
Q4 | $244K | Buy |
+3,424
| New | +$244K | 0.1% | 169 |
|