FFWA
CDK
FRG Family Wealth Advisors’s CDK Global, Inc. CDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,834
| Closed | -$226K | – | 132 |
|
|
2019
Q1 | $226K | Sell |
3,834
-435
| -10% | -$25.6K | 0.06% | 123 |
|
|
2018
Q4 | $204K | Sell |
4,269
-993
| -19% | -$47.5K | 0.07% | 124 |
|
|
2018
Q3 | $329K | Sell |
5,262
-53
| -1% | -$3.31K | 0.09% | 120 |
|
|
2018
Q2 | $346K | Sell |
5,315
-669
| -11% | -$43.6K | 0.1% | 121 |
|
|
2018
Q1 | $379K | Sell |
5,984
-316
| -5% | -$20K | 0.13% | 118 |
|
|
2017
Q4 | $449K | Sell |
6,300
-869
| -12% | -$61.9K | 0.15% | 107 |
|
|
2017
Q3 | $452K | Sell |
7,169
-67
| -0.9% | -$4.22K | 0.16% | 106 |
|
|
2017
Q2 | $449K | Sell |
7,236
-340
| -4% | -$21.1K | 0.17% | 104 |
|
|
2017
Q1 | $491K | Sell |
7,576
-996
| -12% | -$64.6K | 0.19% | 99 |
|
|
2016
Q4 | $512K | Sell |
8,572
-396
| -4% | -$23.7K | 0.21% | 92 |
|
|
2016
Q3 | $514K | Sell |
8,968
-230
| -3% | -$13.2K | 0.23% | 96 |
|
|
2016
Q2 | $510K | Hold |
9,198
| – | – | 0.23% | 93 |
|
|
2016
Q1 | $430K | Sell |
9,198
-196
| -2% | -$9.16K | 0.21% | 93 |
|
|
2015
Q4 | $446K | Buy |
+9,394
| New | +$446K | 0.22% | 92 |
|