PWAG
CDK
Polaris Wealth Advisory Group’s CDK Global, Inc. CDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,060
| Closed | -$222K | – | 183 |
|
|
2022
Q2 | $222K | Hold |
4,060
| – | – | 0.02% | 124 |
|
|
2022
Q1 | $221K | Buy |
+4,060
| New | +$221K | 0.01% | 148 |
|
|
2021
Q3 | – | Sell |
-4,060
| Closed | -$203K | – | 208 |
|
|
2021
Q2 | $203K | Hold |
4,060
| – | – | 0.01% | 161 |
|
|
2021
Q1 | $219K | Hold |
4,060
| – | – | 0.01% | 161 |
|
|
2020
Q4 | $214K | Buy |
+4,060
| New | +$214K | 0.02% | 166 |
|
|
2018
Q4 | – | Sell |
-2,970
| Closed | -$186K | – | 500 |
|
|
2018
Q3 | $186K | Buy |
+2,970
| New | +$186K | 0.01% | 162 |
|
|
2018
Q2 | – | Sell |
-2,970
| Closed | -$188K | – | 450 |
|
|
2018
Q1 | $188K | Hold |
2,970
| – | – | 0.02% | 140 |
|
|
2017
Q4 | $212K | Buy |
+2,970
| New | +$212K | 0.02% | 137 |
|