Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1K | Sell |
29
-326
| -92% | -$11.2K | ﹤0.01% | 2030 |
|
|
2021
Q2 | $17K | Buy |
355
+9
| +3% | +$431 | ﹤0.01% | 982 |
|
|
2021
Q1 | $17K | Sell |
346
-16
| -4% | -$786 | ﹤0.01% | 858 |
|
|
2020
Q4 | $18K | Hold |
362
| – | – | ﹤0.01% | 710 |
|
|
2020
Q3 | $15K | Hold |
362
| – | – | ﹤0.01% | 674 |
|
|
2020
Q2 | $14K | Sell |
362
-12
| -3% | -$464 | ﹤0.01% | 662 |
|
|
2020
Q1 | $11K | Buy |
374
+41
| +12% | +$1.21K | ﹤0.01% | 652 |
|
|
2019
Q4 | $18K | Hold |
333
| – | – | 0.01% | 574 |
|
|
2019
Q3 | $16K | Sell |
333
-290
| -47% | -$13.9K | 0.01% | 579 |
|
|
2019
Q2 | $30K | Buy |
623
+269
| +76% | +$13K | 0.01% | 414 |
|
|
2019
Q1 | $20K | Sell |
354
-139
| -28% | -$7.85K | 0.01% | 463 |
|
|
2018
Q4 | $22K | Buy |
+493
| New | +$22K | 0.01% | 378 |
|