AE Wealth Management’s CDK Global, Inc. CDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-20,520
| Closed | -$1.06M | – | 1572 |
|
|
2020
Q4 | $1.06M | Buy |
20,520
+1,876
| +10% | +$97.3K | 0.01% | 692 |
|
|
2020
Q3 | $813K | Sell |
18,644
-731
| -4% | -$31.9K | 0.01% | 696 |
|
|
2020
Q2 | $802K | Buy |
19,375
+2,819
| +17% | +$117K | 0.01% | 695 |
|
|
2020
Q1 | $544K | Sell |
16,556
-1,894
| -10% | -$62.2K | 0.01% | 650 |
|
|
2019
Q4 | $1.01M | Buy |
18,450
+2,396
| +15% | +$131K | 0.02% | 536 |
|
|
2019
Q3 | $772K | Sell |
16,054
-1,176
| -7% | -$56.6K | 0.02% | 505 |
|
|
2019
Q2 | $852K | Buy |
+17,230
| New | +$852K | 0.03% | 450 |
|