EWM
CDK
Evercore Wealth Management’s CDK Global, Inc. CDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,455
| Closed | -$299K | – | 401 |
|
|
2022
Q2 | $299K | Sell |
5,455
-2,048
| -27% | -$112K | 0.01% | 319 |
|
|
2022
Q1 | $365K | Hold |
7,503
| – | – | 0.01% | 316 |
|
|
2021
Q4 | $313K | Sell |
7,503
-166
| -2% | -$6.93K | 0.01% | 350 |
|
|
2021
Q3 | $326K | Buy |
7,669
+499
| +7% | +$21.2K | 0.01% | 349 |
|
|
2021
Q2 | $356K | Hold |
7,170
| – | – | 0.01% | 336 |
|
|
2021
Q1 | $388K | Hold |
7,170
| – | – | 0.01% | 328 |
|
|
2020
Q4 | $371K | Sell |
7,170
-20
| -0.3% | -$1.04K | 0.01% | 328 |
|
|
2020
Q3 | $314K | Buy |
7,190
+20
| +0.3% | +$873 | 0.01% | 312 |
|
|
2020
Q2 | $297K | Buy |
7,170
+833
| +13% | +$34.5K | 0.01% | 309 |
|
|
2020
Q1 | $209K | Sell |
6,337
-200
| -3% | -$6.6K | 0.01% | 341 |
|
|
2019
Q4 | $358K | Sell |
6,537
-150
| -2% | -$8.22K | 0.01% | 324 |
|
|
2019
Q3 | $321K | Buy |
6,687
+14
| +0.2% | +$672 | 0.01% | 328 |
|
|
2019
Q2 | $330K | Sell |
6,673
-50
| -0.7% | -$2.47K | 0.01% | 327 |
|
|
2019
Q1 | $395K | Buy |
6,723
+70
| +1% | +$4.11K | 0.01% | 297 |
|
|
2018
Q4 | $319K | Buy |
6,653
+1,418
| +27% | +$68K | 0.01% | 300 |
|
|
2018
Q3 | $328K | Sell |
5,235
-183
| -3% | -$11.5K | 0.01% | 331 |
|
|
2018
Q2 | $352K | Sell |
5,418
-1,418
| -21% | -$92.1K | 0.01% | 309 |
|
|
2018
Q1 | $433K | Hold |
6,836
| – | – | 0.02% | 261 |
|
|
2017
Q4 | $487K | Sell |
6,836
-920
| -12% | -$65.5K | 0.02% | 258 |
|
|
2017
Q3 | $490K | Hold |
7,756
| – | – | 0.02% | 255 |
|
|
2017
Q2 | $481K | Sell |
7,756
-2,874
| -27% | -$178K | 0.02% | 257 |
|
|
2017
Q1 | $691K | Hold |
10,630
| – | – | 0.03% | 219 |
|
|
2016
Q4 | $635K | Sell |
10,630
-100
| -0.9% | -$5.97K | 0.03% | 232 |
|
|
2016
Q3 | $615K | Hold |
10,730
| – | – | 0.03% | 225 |
|
|
2016
Q2 | $595K | Sell |
10,730
-200
| -2% | -$11.1K | 0.03% | 224 |
|
|
2016
Q1 | $509K | Sell |
10,930
-2,031
| -16% | -$94.6K | 0.02% | 238 |
|
|
2015
Q4 | $615K | Buy |
12,961
+1,833
| +16% | +$87K | 0.03% | 229 |
|
|
2015
Q3 | $534K | Buy |
11,128
+266
| +2% | +$12.8K | 0.03% | 246 |
|
|
2015
Q2 | $588K | Buy |
10,862
+472
| +5% | +$25.6K | 0.03% | 251 |
|
|
2015
Q1 | $487K | Sell |
10,390
-3,210
| -24% | -$150K | 0.02% | 281 |
|
|
2014
Q4 | $551K | Buy |
+13,600
| New | +$551K | 0.03% | 226 |
|