TWMP
CDK
Taylor Wealth Management Partners’s CDK Global, Inc. CDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-150
| Closed | -$11K | – | 157 |
|
|
2017
Q4 | $11K | Hold |
150
| – | – | ﹤0.01% | 126 |
|
|
2017
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 138 |
|
|
2017
Q2 | $9K | Hold |
150
| – | – | ﹤0.01% | 138 |
|
|
2017
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 134 |
|
|
2016
Q4 | $9K | Hold |
150
| – | – | ﹤0.01% | 140 |
|
|
2016
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 131 |
|
|
2016
Q2 | $8K | Sell |
150
-282
| -65% | -$15K | ﹤0.01% | 123 |
|
|
2016
Q1 | $20K | Buy |
432
+282
| +188% | +$13.1K | 0.01% | 100 |
|
|
2015
Q4 | $7K | Hold |
150
| – | – | ﹤0.01% | 120 |
|
|
2015
Q3 | $7K | Sell |
150
-66
| -31% | -$3.08K | ﹤0.01% | 130 |
|
|
2015
Q2 | $12K | Buy |
+216
| New | +$12K | ﹤0.01% | 146 |
|