Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-207
| Closed | -$13K | – | 408 |
|
|
2018
Q2 | $13K | Hold |
207
| – | – | ﹤0.01% | 300 |
|
|
2018
Q1 | $13K | Hold |
207
| – | – | ﹤0.01% | 301 |
|
|
2017
Q4 | $15K | Hold |
207
| – | – | 0.04% | 165 |
|
|
2017
Q3 | $13K | Hold |
207
| – | – | 0.01% | 267 |
|
|
2017
Q2 | $12K | Hold |
207
| – | – | ﹤0.01% | 263 |
|
|
2017
Q1 | $14K | Hold |
207
| – | – | 0.01% | 275 |
|
|
2016
Q4 | $13K | Hold |
207
| – | – | ﹤0.01% | 297 |
|
|
2016
Q3 | $11K | Buy |
+207
| New | +$11K | ﹤0.01% | 292 |
|
|
2016
Q2 | – | Sell |
-207
| Closed | -$9K | – | 464 |
|
|
2016
Q1 | $9K | Hold |
207
| – | – | ﹤0.01% | 277 |
|
|
2015
Q4 | $10K | Buy |
+207
| New | +$10K | ﹤0.01% | 256 |
|