Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $261K | Buy |
4,016
+2
| +0% | +$130 | 0.09% | 205 |
|
|
2016
Q4 | $240K | Hold |
4,014
| – | – | 0.09% | 207 |
|
|
2016
Q3 | $230K | Buy |
+4,014
| New | +$230K | 0.08% | 199 |
|
|
2016
Q2 | – | Sell |
-4,164
| Closed | -$194K | – | 1392 |
|
|
2016
Q1 | $194K | Hold |
4,164
| – | – | 0.08% | 191 |
|
|
2015
Q4 | $198K | Hold |
4,164
| – | – | 0.09% | 185 |
|
|
2015
Q3 | $199K | Buy |
4,164
+28
| +0.7% | +$1.34K | 0.09% | 183 |
|
|
2015
Q2 | $223K | Buy |
+4,136
| New | +$223K | 0.09% | 178 |
|