HighMark Wealth Management’s CDK Global, Inc. CDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-276
| Closed | -$15K | – | 582 |
|
|
2022
Q2 | $15K | Hold |
276
| – | – | 0.01% | 203 |
|
|
2022
Q1 | $13K | Hold |
276
| – | – | 0.01% | 232 |
|
|
2021
Q4 | $12K | Hold |
276
| – | – | 0.01% | 242 |
|
|
2021
Q3 | $12K | Hold |
276
| – | – | 0.01% | 236 |
|
|
2021
Q2 | $14K | Hold |
276
| – | – | 0.01% | 219 |
|
|
2021
Q1 | $15K | Hold |
276
| – | – | 0.01% | 193 |
|
|
2020
Q4 | $14K | Hold |
276
| – | – | 0.01% | 189 |
|
|
2020
Q3 | $12K | Hold |
276
| – | – | 0.01% | 208 |
|
|
2020
Q2 | $11K | Hold |
276
| – | – | 0.01% | 189 |
|
|
2020
Q1 | $9K | Hold |
276
| – | – | 0.01% | 162 |
|
|
2019
Q4 | $15K | Buy |
+276
| New | +$15K | 0.02% | 160 |
|