JWM
CDK
Jacobus Wealth Management’s CDK Global, Inc. CDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $166K | Hold |
2,633
| – | – | 0.04% | 180 |
|
|
2017
Q2 | $163K | Hold |
2,633
| – | – | 0.04% | 179 |
|
|
2017
Q1 | $171K | Hold |
2,633
| – | – | 0.05% | 170 |
|
|
2016
Q4 | $157K | Hold |
2,633
| – | – | 0.05% | 173 |
|
|
2016
Q3 | $151K | Hold |
2,633
| – | – | 0.04% | 187 |
|
|
2016
Q2 | $146K | Hold |
2,633
| – | – | 0.04% | 184 |
|
|
2016
Q1 | $123K | Hold |
2,633
| – | – | 0.04% | 245 |
|
|
2015
Q4 | $125K | Sell |
2,633
-300
| -10% | -$14.2K | 0.04% | 254 |
|
|
2015
Q3 | $140K | Hold |
2,933
| – | – | 0.04% | 243 |
|
|
2015
Q2 | $158K | Hold |
2,933
| – | – | 0.04% | 241 |
|
|
2015
Q1 | $137K | Hold |
2,933
| – | – | 0.04% | 254 |
|
|
2014
Q4 | $120K | Buy |
+2,933
| New | +$120K | 0.03% | 266 |
|