Investment House LLC’s CDK Global, Inc. CDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,481
| Closed | -$245K | – | 218 |
|
|
2019
Q4 | $245K | Hold |
4,481
| – | – | 0.02% | 196 |
|
|
2019
Q3 | $215K | Hold |
4,481
| – | – | 0.02% | 187 |
|
|
2019
Q2 | $222K | Hold |
4,481
| – | – | 0.02% | 185 |
|
|
2019
Q1 | $264K | Hold |
4,481
| – | – | 0.03% | 160 |
|
|
2018
Q4 | $215K | Sell |
4,481
-66
| -1% | -$3.17K | 0.03% | 163 |
|
|
2018
Q3 | $284K | Hold |
4,547
| – | – | 0.03% | 163 |
|
|
2018
Q2 | $296K | Hold |
4,547
| – | – | 0.03% | 165 |
|
|
2018
Q1 | $288K | Sell |
4,547
-100
| -2% | -$6.33K | 0.04% | 160 |
|
|
2017
Q4 | $331K | Sell |
4,647
-75
| -2% | -$5.34K | 0.04% | 156 |
|
|
2017
Q3 | $298K | Hold |
4,722
| – | – | 0.04% | 163 |
|
|
2017
Q2 | $293K | Hold |
4,722
| – | – | 0.04% | 169 |
|
|
2017
Q1 | $307K | Sell |
4,722
-1,201
| -20% | -$78.1K | 0.04% | 167 |
|
|
2016
Q4 | $354K | Sell |
5,923
-2,511
| -30% | -$150K | 0.05% | 151 |
|
|
2016
Q3 | $484K | Sell |
8,434
-141
| -2% | -$8.09K | 0.07% | 145 |
|
|
2016
Q2 | $476K | Sell |
8,575
-116
| -1% | -$6.44K | 0.08% | 139 |
|
|
2016
Q1 | $405K | Sell |
8,691
-388
| -4% | -$18.1K | 0.06% | 145 |
|
|
2015
Q4 | $431K | Sell |
9,079
-100
| -1% | -$4.75K | 0.07% | 130 |
|
|
2015
Q3 | $439K | Sell |
9,179
-166
| -2% | -$7.94K | 0.08% | 127 |
|
|
2015
Q2 | $504K | Sell |
9,345
-397
| -4% | -$21.4K | 0.08% | 128 |
|
|
2015
Q1 | $455K | Sell |
9,742
-449
| -4% | -$21K | 0.07% | 128 |
|
|
2014
Q4 | $415K | Buy |
+10,191
| New | +$415K | 0.07% | 130 |
|