Altium Wealth Management’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
Q2 | $252K | Buy |
+4,607
| New | +$252K | 0.02% | 320 |
|
|
2019
Q3 | – | Sell |
-7,564
| Closed | -$374K | – | 296 |
|
|
2019
Q2 | $374K | Buy |
7,564
+140
| +2% | +$6.92K | 0.05% | 192 |
|
|
2019
Q1 | $437K | Buy |
7,424
+107
| +1% | +$6.3K | 0.07% | 175 |
|
|
2018
Q4 | $350K | Buy |
7,317
+355
| +5% | +$17K | 0.07% | 184 |
|
|
2018
Q3 | $436K | Buy |
6,962
+646
| +10% | +$40.5K | 0.08% | 169 |
|
|
2018
Q2 | $411K | Buy |
+6,316
| New | +$411K | 0.11% | 137 |
|