Perigon Wealth Management’s CDK Global, Inc. CDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-4,481
| Closed | -$209K | – | 463 |
|
|
2016
Q1 | $209K | Hold |
4,481
| – | – | 0.07% | 146 |
|
|
2015
Q4 | $213K | Hold |
4,481
| – | – | 0.06% | 208 |
|
|
2015
Q3 | $214K | Hold |
4,481
| – | – | 0.06% | 201 |
|
|
2015
Q2 | $242K | Hold |
4,481
| – | – | 0.06% | 196 |
|
|
2015
Q1 | $210K | Buy |
+4,481
| New | +$210K | 0.06% | 209 |
|