Global Retirement Partners’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
-595
Closed -$33K 3104
2022
Q2
$33K Buy
595
+5
+0.8% +$277 ﹤0.01% 1158
2022
Q1
$32K Buy
+590
New +$32K ﹤0.01% 1178
2021
Q4
Sell
-350
Closed -$15K 2004
2021
Q3
$15K Hold
350
﹤0.01% 1303
2021
Q2
$17K Hold
350
﹤0.01% 1240
2021
Q1
$19K Hold
350
﹤0.01% 1131
2020
Q4
$18K Hold
350
﹤0.01% 1076
2020
Q3
$15K Hold
350
﹤0.01% 1031
2020
Q2
$14K Sell
350
-178
-34% -$7.12K ﹤0.01% 1027
2020
Q1
$17K Hold
528
﹤0.01% 854
2019
Q4
$29K Hold
528
﹤0.01% 813
2019
Q3
$25K Sell
528
-13,891
-96% -$658K ﹤0.01% 828
2019
Q2
$195K Buy
14,419
+14,113
+4,612% +$191K 0.04% 348
2019
Q1
$18K Sell
306
-180
-37% -$10.6K ﹤0.01% 869
2018
Q4
$23K Hold
486
0.01% 712
2018
Q3
$30K Buy
486
+308
+173% +$19K 0.01% 698
2018
Q2
$12K Hold
178
﹤0.01% 963
2018
Q1
$11K Hold
178
﹤0.01% 952
2017
Q4
$13K Hold
178
﹤0.01% 835
2017
Q3
$11K Hold
178
﹤0.01% 817
2017
Q2
$11K Hold
178
0.01% 775
2017
Q1
$12K Sell
178
-41
-19% -$2.76K 0.01% 705
2016
Q4
$13K Buy
+219
New +$13K 0.01% 627