Endurance 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-633
| Closed | -$33K | – | 685 |
|
2020
Q4 | $33K | Hold |
633
| – | – | ﹤0.01% | 368 |
|
2020
Q3 | $28K | Sell |
633
-144
| -19% | -$6.37K | ﹤0.01% | 364 |
|
2020
Q2 | $32K | Sell |
777
-125
| -14% | -$5.15K | 0.01% | 354 |
|
2020
Q1 | $30K | Hold |
902
| – | – | 0.01% | 329 |
|
2019
Q4 | $49K | Sell |
902
-225
| -20% | -$12.2K | 0.01% | 286 |
|
2019
Q3 | $54K | Hold |
1,127
| – | – | 0.01% | 276 |
|
2019
Q2 | $56K | Hold |
1,127
| – | – | 0.01% | 263 |
|
2019
Q1 | $66K | Hold |
1,127
| – | – | 0.01% | 246 |
|
2018
Q4 | $54K | Hold |
1,127
| – | – | 0.01% | 251 |
|
2018
Q3 | $71K | Hold |
1,127
| – | – | 0.01% | 246 |
|
2018
Q2 | $73K | Sell |
1,127
-67
| -6% | -$4.34K | 0.01% | 240 |
|
2018
Q1 | $76K | Hold |
1,194
| – | – | 0.01% | 245 |
|
2017
Q4 | $85K | Hold |
1,194
| – | – | 0.01% | 233 |
|
2017
Q3 | $75K | Sell |
1,194
-23
| -2% | -$1.45K | 0.01% | 236 |
|
2017
Q2 | $76K | Sell |
1,217
-83
| -6% | -$5.18K | 0.01% | 239 |
|
2017
Q1 | $85K | Sell |
1,300
-66
| -5% | -$4.32K | 0.01% | 230 |
|
2016
Q4 | $82K | Hold |
1,366
| – | – | 0.01% | 233 |
|
2016
Q3 | $77K | Hold |
1,366
| – | – | 0.01% | 238 |
|
2016
Q2 | $76K | Hold |
1,366
| – | – | 0.01% | 233 |
|
2016
Q1 | $64 | Hold |
1,366
| – | – | 0.01% | 242 |
|
2015
Q4 | $65K | Hold |
1,366
| – | – | 0.01% | 242 |
|
2015
Q3 | $68K | Sell |
1,366
-50
| -4% | -$2.49K | 0.01% | 246 |
|
2015
Q2 | $76K | Buy |
+1,416
| New | +$76K | 0.01% | 235 |
|