IFP 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
Q4 | – | Sell |
-1,017
| Closed | -$67K | – | 4953 |
|
|
2022
Q3 | $67K | Hold |
1,017
| – | – | ﹤0.01% | 2165 |
|
|
2022
Q2 | $67K | Hold |
1,017
| – | – | ﹤0.01% | 1962 |
|
|
2022
Q1 | $67K | Sell |
1,017
-2,245
| -69% | -$148K | ﹤0.01% | 1962 |
|
|
2021
Q4 | $138K | Buy |
3,262
+2,925
| +868% | +$124K | ﹤0.01% | 1113 |
|
|
2021
Q3 | $14K | Hold |
337
| – | – | ﹤0.01% | 2099 |
|
|
2021
Q2 | $16K | Sell |
337
-136
| -29% | -$6.46K | ﹤0.01% | 2042 |
|
|
2021
Q1 | $25K | Sell |
473
-367
| -44% | -$19.4K | ﹤0.01% | 1758 |
|
|
2020
Q4 | $44K | Hold |
840
| – | – | ﹤0.01% | 1487 |
|
|
2020
Q3 | $36K | Hold |
840
| – | – | ﹤0.01% | 1406 |
|
|
2020
Q2 | $34K | Sell |
840
-54
| -6% | -$2.19K | ﹤0.01% | 1374 |
|
|
2020
Q1 | $31K | Buy |
894
+707
| +378% | +$24.5K | ﹤0.01% | 1320 |
|
|
2019
Q4 | $11K | Sell |
187
-318
| -63% | -$18.7K | ﹤0.01% | 1890 |
|
|
2019
Q3 | $24K | Buy |
+505
| New | +$24K | ﹤0.01% | 1698 |
|
|
2019
Q1 | $68K | Sell |
1,133
-1,217
| -52% | -$73K | 0.01% | 842 |
|
|
2018
Q4 | $111K | Sell |
2,350
-270
| -10% | -$12.8K | 0.01% | 1140 |
|
|
2018
Q3 | $164K | Buy |
2,620
+69
| +3% | +$4.32K | 0.01% | 1179 |
|
|
2018
Q2 | $166K | Buy |
2,551
+871
| +52% | +$56.7K | 0.01% | 1169 |
|
|
2018
Q1 | $120K | Hold |
1,680
| – | – | 0.01% | 1279 |
|
|
2017
Q4 | $120K | Sell |
1,680
-2,648
| -61% | -$189K | 0.01% | 1276 |
|
|
2017
Q3 | $273K | Sell |
4,328
-141
| -3% | -$8.89K | 0.01% | 961 |
|
|
2017
Q2 | $277K | Buy |
4,469
+583
| +15% | +$36.1K | 0.01% | 945 |
|
|
2017
Q1 | $253K | Sell |
3,886
-97
| -2% | -$6.32K | 0.01% | 1002 |
|
|
2016
Q4 | $238K | Buy |
3,983
+227
| +6% | +$13.6K | 0.01% | 966 |
|
|
2016
Q3 | $215K | Buy |
3,756
+8
| +0.2% | +$458 | 0.01% | 967 |
|
|
2016
Q2 | $208K | Buy |
3,748
+2,615
| +231% | +$145K | 0.01% | 950 |
|
|
2016
Q1 | $68K | Sell |
1,133
-4,232
| -79% | -$254K | 0.01% | 842 |
|
|
2015
Q4 | $255K | Buy |
+5,365
| New | +$255K | 0.02% | 731 |
|