Heritage Wealth Advisors’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 |
-184
| Closed | -$10K | – | 584 |
|
|
2022
Q2 | $10K | Hold |
184
| – | – | ﹤0.01% | 467 |
|
|
2022
Q1 | $9K | Sell |
184
-581
| -76% | -$28.4K | ﹤0.01% | 444 |
|
|
2021
Q4 | $32K | Sell |
765
-1
| -0.1% | -$42 | ﹤0.01% | 366 |
|
|
2021
Q3 | $32.6K | Hold |
766
| – | – | ﹤0.01% | 357 |
|
|
2021
Q2 | $38.1K | Hold |
766
| – | – | ﹤0.01% | 349 |
|
|
2021
Q1 | $41.4K | Hold |
766
| – | – | ﹤0.01% | 351 |
|
|
2020
Q4 | $40K | Hold |
766
| – | – | ﹤0.01% | 348 |
|
|
2020
Q3 | $33.4K | Hold |
766
| – | – | ﹤0.01% | 307 |
|
|
2020
Q2 | $31.7K | Hold |
766
| – | – | ﹤0.01% | 285 |
|
|
2020
Q1 | $25.2K | Sell |
766
-28
| -4% | -$920 | ﹤0.01% | 299 |
|
|
2019
Q4 | $43.4K | Buy |
794
+28
| +4% | +$1.53K | 0.01% | 313 |
|
|
2019
Q3 | $36K | Hold |
766
| – | – | 0.01% | 306 |
|
|
2019
Q2 | $37.9K | Hold |
766
| – | – | 0.01% | 287 |
|
|
2019
Q1 | $45.1K | Hold |
766
| – | – | 0.01% | 237 |
|
|
2018
Q4 | $36K | Hold |
766
| – | – | 0.01% | 217 |
|
|
2018
Q3 | $47K | Buy |
+766
| New | +$47K | 0.01% | 203 |
|