MWAC
CDK
Mariner Wealth Advisors (Cincinnati)’s CDK Global, Inc. CDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,209
| Closed | -$229K | – | 293 |
|
|
2017
Q4 | $229K | Hold |
3,209
| – | – | 0.01% | 256 |
|
|
2017
Q3 | $202K | Sell |
3,209
-186
| -5% | -$11.7K | 0.01% | 265 |
|
|
2017
Q2 | $211K | Hold |
3,395
| – | – | 0.01% | 244 |
|
|
2017
Q1 | $221K | Buy |
+3,395
| New | +$221K | 0.02% | 238 |
|