Baystate 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
Q3 | – | Sell |
-22
| Closed | -$1K | – | 1057 |
|
|
2022
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 894 |
|
|
2022
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 869 |
|
|
2021
Q4 | $1K | Buy |
22
+9
| +69% | +$409 | ﹤0.01% | 867 |
|
|
2021
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 825 |
|
|
2021
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 791 |
|
|
2021
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 718 |
|
|
2020
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 663 |
|
|
2020
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 624 |
|
|
2020
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 638 |
|
|
2019
Q2 | – | Sell |
-276
| Closed | -$17K | – | 685 |
|
|
2019
Q1 | $17K | Sell |
276
-889
| -76% | -$54.8K | ﹤0.01% | 326 |
|
|
2018
Q4 | $59K | Hold |
1,165
| – | – | 0.01% | 183 |
|
|
2018
Q3 | $67K | Sell |
1,165
-1
| -0.1% | -$58 | 0.01% | 165 |
|
|
2018
Q2 | $78K | Buy |
1,166
+3
| +0.3% | +$201 | 0.01% | 148 |
|
|
2018
Q1 | $75K | Buy |
+1,163
| New | +$75K | 0.01% | 152 |
|
|
2017
Q1 | – | Sell |
-16
| Closed | -$1K | – | 682 |
|
|
2016
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 425 |
|