Heritage Wealth Management (Arizona)’s CDK Global, Inc. CDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-48
| Closed | -$2.63K | – | 1127 |
|
|
2022
Q2 | $2.63K | Sell |
48
-146
| -75% | -$8K | ﹤0.01% | 852 |
|
|
2022
Q1 | $9K | Buy |
+194
| New | +$9K | ﹤0.01% | 732 |
|
|
2021
Q3 | $8K | Hold |
194
| – | – | ﹤0.01% | 688 |
|
|
2021
Q2 | $10K | Hold |
194
| – | – | ﹤0.01% | 668 |
|
|
2021
Q1 | $10K | Buy |
+194
| New | +$10K | 0.01% | 579 |
|