ProVise 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 |
-4,989
| Closed | -$273K | – | 342 |
|
|
2022
Q2 | $273K | Hold |
4,989
| – | – | 0.03% | 269 |
|
|
2022
Q1 | $243K | Hold |
4,989
| – | – | 0.02% | 322 |
|
|
2021
Q4 | $208K | Hold |
4,989
| – | – | 0.02% | 370 |
|
|
2021
Q3 | $212K | Hold |
4,989
| – | – | 0.02% | 347 |
|
|
2021
Q2 | $248K | Hold |
4,989
| – | – | 0.03% | 329 |
|
|
2021
Q1 | $270K | Buy |
+4,989
| New | +$270K | 0.03% | 295 |
|