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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,332
Closed -$128K 1113
2022
Q2
$128K Sell
2,332
-9
-0.4% -$494 0.03% 158
2022
Q1
$114K Hold
2,341
0.03% 177
2021
Q4
$97K Sell
2,341
-16
-0.7% -$663 0.02% 199
2021
Q3
$100K Buy
2,357
+399
+20% +$16.9K 0.03% 189
2021
Q2
$97K Hold
1,958
0.03% 185
2021
Q1
$105K Sell
1,958
-30
-2% -$1.61K 0.03% 180
2020
Q4
$103K Sell
1,988
-91
-4% -$4.72K 0.03% 173
2020
Q3
$91K Hold
2,079
0.03% 186
2020
Q2
$86K Buy
2,079
+146
+8% +$6.04K 0.03% 170
2020
Q1
$63K Sell
1,933
-5
-0.3% -$163 0.03% 156
2019
Q4
$106K Buy
1,938
+5
+0.3% +$273 0.06% 162
2019
Q3
$93K Hold
1,933
0.05% 157
2019
Q2
$96K Hold
1,933
0.06% 154
2019
Q1
$114K Sell
1,933
-11
-0.6% -$649 0.07% 138
2018
Q4
$93K Buy
+1,944
New +$93K 0.07% 148