Essex Financial Services’s CDK Global, Inc. CDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,391
| Closed | -$220K | – | 364 |
|
|
2017
Q1 | $220K | Sell |
3,391
-666
| -16% | -$43.2K | 0.05% | 295 |
|
|
2016
Q4 | $242K | Hold |
4,057
| – | – | 0.05% | 277 |
|
|
2016
Q3 | $233K | Sell |
4,057
-133
| -3% | -$7.64K | 0.06% | 270 |
|
|
2016
Q2 | $233K | Sell |
4,190
-333
| -7% | -$18.5K | 0.06% | 266 |
|
|
2016
Q1 | $211K | Sell |
4,523
-591
| -12% | -$27.6K | 0.05% | 281 |
|
|
2015
Q4 | $243K | Sell |
5,114
-889
| -15% | -$42.2K | 0.06% | 265 |
|
|
2015
Q3 | $287K | Hold |
6,003
| – | – | 0.07% | 239 |
|
|
2015
Q2 | $324K | Sell |
6,003
-931
| -13% | -$50.2K | 0.08% | 227 |
|
|
2015
Q1 | $324K | Sell |
6,934
-899
| -11% | -$42K | 0.08% | 227 |
|
|
2014
Q4 | $319K | Buy |
+7,833
| New | +$319K | 0.08% | 226 |
|