B. Riley Wealth Advisors’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 | – | Sell |
-6,568
| Closed | -$320K | – | 1430 |
|
|
2022
Q1 | $320K | Sell |
6,568
-4,979
| -43% | -$243K | 0.01% | 981 |
|
|
2021
Q4 | $482K | Buy |
11,547
+559
| +5% | +$23.3K | 0.01% | 828 |
|
|
2021
Q3 | $468K | Buy |
10,988
+3,110
| +39% | +$132K | 0.01% | 808 |
|
|
2021
Q2 | $392K | Buy |
7,878
+304
| +4% | +$15.1K | 0.01% | 895 |
|
|
2021
Q1 | $411K | Buy |
+7,574
| New | +$411K | 0.01% | 834 |
|
|
2019
Q4 | – | Sell |
-6,816
| Closed | -$329K | – | 921 |
|
|
2019
Q3 | $329K | Buy |
6,816
+1,234
| +22% | +$59.6K | 0.03% | 558 |
|
|
2019
Q2 | $277K | Buy |
+5,582
| New | +$277K | 0.03% | 599 |
|
|
2015
Q1 | – | Sell |
-1,397
| Closed | -$57 | – | 2162 |
|
|
2014
Q4 | $57 | Buy |
+1,397
| New | +$57 | ﹤0.01% | 2021 |
|