SWM
CDK

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

Sendero Wealth Management’s Portfolio CDK Stock Details CDK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,965
Closed -$601K – 115
2022
Q2 		$601K Buy
10,965
+269
+3% +$14.7K 0.58% 42
2022
Q1 		$521K Buy
10,696
+1,186
+12% +$57.8K 0.24% 46
2021
Q4 		$397K Buy
+9,510
New +$397K 0.18% 65