Glassman Wealth Services’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 |
-49
| Closed | -$3K | – | 2109 |
|
|
2022
Q2 | $3K | Sell |
49
-35
| -42% | -$2.14K | ﹤0.01% | 1185 |
|
|
2022
Q1 | $4K | Sell |
84
-7
| -8% | -$333 | ﹤0.01% | 1091 |
|
|
2021
Q4 | $4K | Buy |
91
+47
| +107% | +$2.07K | ﹤0.01% | 1061 |
|
|
2021
Q3 | $2K | Buy |
44
+34
| +340% | +$1.55K | ﹤0.01% | 1251 |
|
|
2021
Q2 | $0 | Buy |
10
+7
| +233% | – | ﹤0.01% | 1729 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1703 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1574 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1555 |
|
|
2020
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1630 |
|
|
2018
Q4 | – | Sell |
-4
| Closed | – | – | 1039 |
|
|
2018
Q3 | $0 | Sell |
4
-4
| -50% | – | ﹤0.01% | 998 |
|
|
2018
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 758 |
|
|
2018
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 696 |
|
|
2017
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 635 |
|
|
2016
Q1 | – | Sell |
-184
| Closed | -$9K | – | 447 |
|
|
2015
Q4 | $9K | Buy |
+184
| New | +$9K | 0.01% | 329 |
|
|
2015
Q1 | – | Sell |
-50
| Closed | -$2K | – | 466 |
|
|
2014
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 453 |
|