LWM
CDK
LBA Wealth Management’s CDK Global, Inc. CDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-70
| Closed | -$4K | – | 493 |
|
|
2016
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 391 |
|
|
2016
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 377 |
|
|
2016
Q1 | $3K | Sell |
70
-70
| -50% | -$3K | ﹤0.01% | 384 |
|
|
2015
Q4 | $7K | Hold |
140
| – | – | ﹤0.01% | 322 |
|
|
2015
Q3 | $7K | Buy |
+140
| New | +$7K | ﹤0.01% | 274 |
|