MWM
CDK

Mascoma Wealth Management’s CDK Global, Inc. CDK Stock Holding History

Mascoma Wealth Management’s Portfolio CDK Stock Details CDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-131
Closed -$7K – 641
2022
Q2 		$7K Hold
131
– – ﹤0.01% 473
2022
Q1 		$6K Buy
+131
New +$5.86K ﹤0.01% 499
2021
Q2 		– Sell
-11
Closed -$1K – 463
2021
Q1 		$1K Buy
+11
New +$571 ﹤0.01% 431
2018
Q4 		– Sell
-20
Closed -$1K – 406
2018
Q3 		$1K Hold
20
– – ﹤0.01% 388
2018
Q2 		$1K Buy
+20
New +$1.29K ﹤0.01% 387

Other funds holding CDK

IA
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AWM
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BTI
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HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return