Clearstead 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
Q3 | – | Sell |
-1,548
| Closed | -$85K | – | 1404 |
|
|
2022
Q2 | $85K | Buy |
1,548
+68
| +5% | +$3.73K | 0.01% | 522 |
|
|
2022
Q1 | $72K | Hold |
1,480
| – | – | ﹤0.01% | 611 |
|
|
2021
Q4 | $62K | Buy |
1,480
+5
| +0.3% | +$209 | ﹤0.01% | 616 |
|
|
2021
Q3 | $63K | Sell |
1,475
-33
| -2% | -$1.41K | ﹤0.01% | 575 |
|
|
2021
Q2 | $75K | Buy |
1,508
+42
| +3% | +$2.09K | 0.01% | 497 |
|
|
2021
Q1 | $79K | Buy |
1,466
+1,400
| +2,121% | +$75.4K | 0.01% | 479 |
|
|
2020
Q4 | $3K | Hold |
66
| – | – | ﹤0.01% | 870 |
|
|
2020
Q3 | $3K | Hold |
66
| – | – | ﹤0.01% | 802 |
|
|
2020
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 727 |
|
|
2020
Q1 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 741 |
|