Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-613
| Closed | -$33K | – | 2729 |
|
|
2022
Q2 | $33K | Sell |
613
-31
| -5% | -$1.67K | ﹤0.01% | 1469 |
|
|
2022
Q1 | $31K | Hold |
644
| – | – | ﹤0.01% | 1598 |
|
|
2021
Q4 | $26K | Hold |
644
| – | – | ﹤0.01% | 1756 |
|
|
2021
Q3 | $27K | Hold |
644
| – | – | ﹤0.01% | 1776 |
|
|
2021
Q2 | $32K | Sell |
644
-909
| -59% | -$45.2K | ﹤0.01% | 1695 |
|
|
2021
Q1 | $83K | Hold |
1,553
| – | – | ﹤0.01% | 1385 |
|
|
2020
Q4 | $34K | Buy |
1,553
+1,220
| +366% | +$26.7K | ﹤0.01% | 1656 |
|
|
2020
Q3 | $14K | Hold |
333
| – | – | ﹤0.01% | 1846 |
|
|
2020
Q2 | $13K | Sell |
333
-18
| -5% | -$703 | ﹤0.01% | 1824 |
|
|
2020
Q1 | $11K | Hold |
351
| – | – | ﹤0.01% | 1800 |
|
|
2019
Q4 | $19K | Hold |
351
| – | – | ﹤0.01% | 1718 |
|
|
2019
Q3 | $16K | Sell |
351
-26
| -7% | -$1.19K | ﹤0.01% | 1722 |
|
|
2019
Q2 | $18K | Buy |
377
+22
| +6% | +$1.05K | ﹤0.01% | 1698 |
|
|
2019
Q1 | $20K | Hold |
355
| – | – | ﹤0.01% | 1587 |
|
|
2018
Q4 | $16K | Hold |
355
| – | – | ﹤0.01% | 1614 |
|
|
2018
Q3 | $22K | Sell |
355
-11
| -3% | -$682 | ﹤0.01% | 1542 |
|
|
2018
Q2 | $23K | Hold |
366
| – | – | ﹤0.01% | 1396 |
|
|
2018
Q1 | $23K | Hold |
366
| – | – | ﹤0.01% | 1343 |
|
|
2017
Q4 | $26K | Sell |
366
-64
| -15% | -$4.55K | ﹤0.01% | 1289 |
|
|
2017
Q3 | $27K | Sell |
430
-300
| -41% | -$18.8K | ﹤0.01% | 1215 |
|
|
2017
Q2 | $45K | Sell |
730
-27
| -4% | -$1.66K | ﹤0.01% | 966 |
|
|
2017
Q1 | $49K | Sell |
757
-597
| -44% | -$38.6K | 0.01% | 895 |
|
|
2016
Q4 | $80K | Buy |
1,354
+9
| +0.7% | +$532 | 0.01% | 677 |
|
|
2016
Q3 | $77K | Sell |
1,345
-71
| -5% | -$4.07K | 0.01% | 667 |
|
|
2016
Q2 | $79K | Hold |
1,416
| – | – | 0.01% | 659 |
|
|
2016
Q1 | $65K | Buy |
+1,416
| New | +$65K | 0.01% | 718 |
|