Financial Architects (New Jersey)’s CDK Global, Inc. CDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,450
| Closed | -$101K | – | 821 |
|
|
2020
Q2 | $101K | Hold |
2,450
| – | – | 0.02% | 319 |
|
|
2020
Q1 | $80K | Sell |
2,450
-67
| -3% | -$2.19K | 0.02% | 324 |
|
|
2019
Q4 | $138K | Hold |
2,517
| – | – | 0.03% | 287 |
|
|
2019
Q3 | $121K | Sell |
2,517
-12
| -0.5% | -$577 | 0.03% | 299 |
|
|
2019
Q2 | $125K | Sell |
2,529
-57
| -2% | -$2.82K | 0.02% | 303 |
|
|
2019
Q1 | $152K | Sell |
2,586
-565
| -18% | -$33.2K | 0.03% | 339 |
|
|
2018
Q4 | $150K | Hold |
3,151
| – | – | 0.03% | 294 |
|
|
2018
Q3 | $198K | Sell |
3,151
-16
| -0.5% | -$1.01K | 0.03% | 281 |
|
|
2018
Q2 | $206K | Buy |
3,167
+16
| +0.5% | +$1.04K | 0.04% | 268 |
|
|
2018
Q1 | $200K | Sell |
3,151
-875
| -22% | -$55.5K | 0.04% | 282 |
|
|
2017
Q4 | $287K | Hold |
4,026
| – | – | 0.05% | 242 |
|
|
2017
Q3 | $254K | Hold |
4,026
| – | – | 0.05% | 264 |
|
|
2017
Q2 | $250K | Sell |
4,026
-22
| -0.5% | -$1.37K | 0.04% | 249 |
|
|
2017
Q1 | $264K | Sell |
4,048
-833
| -17% | -$54.3K | 0.05% | 226 |
|
|
2016
Q4 | $292K | Hold |
4,881
| – | – | 0.07% | 192 |
|
|
2016
Q3 | $280K | Hold |
4,881
| – | – | 0.08% | 197 |
|
|
2016
Q2 | $270K | Sell |
4,881
-63
| -1% | -$3.49K | 0.08% | 189 |
|
|
2016
Q1 | $230K | Sell |
4,944
-72
| -1% | -$3.35K | 0.08% | 174 |
|
|
2015
Q4 | $238K | Buy |
+5,016
| New | +$238K | 0.1% | 179 |
|
|
2015
Q3 | – | Sell |
-5,016
| Closed | -$271K | – | 980 |
|
|
2015
Q2 | $271K | Sell |
5,016
-66
| -1% | -$3.57K | 0.1% | 154 |
|
|
2015
Q1 | $238K | Hold |
5,082
| – | – | 0.09% | 166 |
|
|
2014
Q4 | $207K | Buy |
+5,082
| New | +$207K | 0.09% | 164 |
|