Creative Planning’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 |
-14,714
| Closed | -$806K | – | 2365 |
|
|
2022
Q2 | $806K | Sell |
14,714
-1,671
| -10% | -$91.5K | ﹤0.01% | 1058 |
|
|
2022
Q1 | $798K | Sell |
16,385
-196
| -1% | -$9.55K | ﹤0.01% | 1089 |
|
|
2021
Q4 | $692K | Buy |
16,581
+266
| +2% | +$11.1K | ﹤0.01% | 1127 |
|
|
2021
Q3 | $694K | Buy |
16,315
+516
| +3% | +$21.9K | ﹤0.01% | 1129 |
|
|
2021
Q2 | $785K | Sell |
15,799
-379
| -2% | -$18.8K | ﹤0.01% | 1044 |
|
|
2021
Q1 | $875K | Sell |
16,178
-220
| -1% | -$11.9K | ﹤0.01% | 1088 |
|
|
2020
Q4 | $850K | Buy |
16,398
+109
| +0.7% | +$5.65K | ﹤0.01% | 1018 |
|
|
2020
Q3 | $710K | Buy |
16,289
+4,457
| +38% | +$194K | ﹤0.01% | 944 |
|
|
2020
Q2 | $490K | Buy |
11,832
+21
| +0.2% | +$870 | ﹤0.01% | 1035 |
|
|
2020
Q1 | $388K | Sell |
11,811
-229
| -2% | -$7.52K | ﹤0.01% | 1058 |
|
|
2019
Q4 | $658K | Sell |
12,040
-50
| -0.4% | -$2.73K | ﹤0.01% | 969 |
|
|
2019
Q3 | $581K | Buy |
12,090
+93
| +0.8% | +$4.47K | ﹤0.01% | 981 |
|
|
2019
Q2 | $593K | Sell |
11,997
-49
| -0.4% | -$2.42K | ﹤0.01% | 979 |
|
|
2019
Q1 | $709K | Sell |
12,046
-384
| -3% | -$22.6K | ﹤0.01% | 873 |
|
|
2018
Q4 | $595K | Sell |
12,430
-494
| -4% | -$23.6K | ﹤0.01% | 872 |
|
|
2018
Q3 | $809K | Sell |
12,924
-461
| -3% | -$28.9K | ﹤0.01% | 847 |
|
|
2018
Q2 | $871K | Buy |
13,385
+1,039
| +8% | +$67.6K | ﹤0.01% | 812 |
|
|
2018
Q1 | $782K | Buy |
12,346
+118
| +1% | +$7.47K | ﹤0.01% | 857 |
|
|
2017
Q4 | $872K | Buy |
12,228
+1,996
| +20% | +$142K | ﹤0.01% | 803 |
|
|
2017
Q3 | $646K | Buy |
10,232
+606
| +6% | +$38.3K | ﹤0.01% | 913 |
|
|
2017
Q2 | $597K | Buy |
9,626
+278
| +3% | +$17.2K | ﹤0.01% | 924 |
|
|
2017
Q1 | $608K | Sell |
9,348
-152
| -2% | -$9.89K | ﹤0.01% | 888 |
|
|
2016
Q4 | $567K | Sell |
9,500
-27
| -0.3% | -$1.61K | ﹤0.01% | 869 |
|
|
2016
Q3 | $546K | Buy |
9,527
+7
| +0.1% | +$401 | ﹤0.01% | 841 |
|
|
2016
Q2 | $528K | Buy |
9,520
+35
| +0.4% | +$1.94K | ﹤0.01% | 748 |
|
|
2016
Q1 | $442K | Sell |
9,485
-527
| -5% | -$24.6K | ﹤0.01% | 802 |
|
|
2015
Q4 | $475K | Buy |
10,012
+401
| +4% | +$19K | ﹤0.01% | 782 |
|
|
2015
Q3 | $459K | Buy |
+9,611
| New | +$459K | ﹤0.01% | 770 |
|
|
2015
Q2 | – | Sell |
-13,323
| Closed | -$623K | – | 3171 |
|
|
2015
Q1 | $623K | Buy |
13,323
+6,300
| +90% | +$295K | 0.01% | 644 |
|
|
2014
Q4 | $286K | Buy |
+7,023
| New | +$286K | ﹤0.01% | 962 |
|