WP
CDK
WMS Partners’s CDK Global, Inc. CDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,713
| Closed | -$278K | – | 293 |
|
|
2022
Q1 | $278K | Hold |
5,713
| – | – | 0.04% | 197 |
|
|
2021
Q4 | $238K | Hold |
5,713
| – | – | 0.05% | 182 |
|
|
2021
Q3 | $243K | Hold |
5,713
| – | – | 0.04% | 237 |
|
|
2021
Q2 | $284K | Buy |
5,713
+86
| +2% | +$4.28K | 0.04% | 207 |
|
|
2021
Q1 | $304K | Sell |
5,627
-1,440
| -20% | -$77.8K | 0.07% | 170 |
|
|
2020
Q4 | $366K | Hold |
7,067
| – | – | 0.06% | 162 |
|
|
2020
Q3 | $308K | Sell |
7,067
-160
| -2% | -$6.97K | 0.06% | 167 |
|
|
2020
Q2 | $299K | Buy |
+7,227
| New | +$299K | 0.06% | 163 |
|
|
2020
Q1 | – | Sell |
-4,995
| Closed | -$273K | – | 226 |
|
|
2019
Q4 | $273K | Buy |
+4,995
| New | +$273K | 0.06% | 186 |
|