J.P. Morgan Private Wealth Advisors’s CDK Global, Inc. CDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,482
| Closed | -$465K | – | 2014 |
|
|
2022
Q2 | $465K | Sell |
8,482
-10,245
| -55% | -$562K | ﹤0.01% | 1479 |
|
|
2022
Q1 | $912K | Buy |
18,727
+7,710
| +70% | +$375K | ﹤0.01% | 1263 |
|
|
2021
Q4 | $460K | Sell |
11,017
-2,245
| -17% | -$93.7K | ﹤0.01% | 1588 |
|
|
2021
Q3 | $564K | Sell |
13,262
-1,532
| -10% | -$65.2K | ﹤0.01% | 1456 |
|
|
2021
Q2 | $735K | Buy |
14,794
+2,004
| +16% | +$99.6K | ﹤0.01% | 1337 |
|
|
2021
Q1 | $691K | Buy |
12,790
+1,075
| +9% | +$58.1K | ﹤0.01% | 1202 |
|
|
2020
Q4 | $607K | Buy |
11,715
+462
| +4% | +$23.9K | ﹤0.01% | 1215 |
|
|
2020
Q3 | $491K | Sell |
11,253
-1,109
| -9% | -$48.4K | ﹤0.01% | 1164 |
|
|
2020
Q2 | $512K | Sell |
12,362
-984
| -7% | -$40.8K | ﹤0.01% | 1082 |
|
|
2020
Q1 | $438K | Sell |
13,346
-3,041
| -19% | -$99.8K | ﹤0.01% | 982 |
|
|
2019
Q4 | $896K | Buy |
16,387
+2,293
| +16% | +$125K | ﹤0.01% | 837 |
|
|
2019
Q3 | $678K | Sell |
14,094
-2,669
| -16% | -$128K | ﹤0.01% | 899 |
|
|
2019
Q2 | $829K | Sell |
16,763
-3,848
| -19% | -$190K | ﹤0.01% | 805 |
|
|
2019
Q1 | $1.21M | Buy |
20,611
+4,029
| +24% | +$237K | 0.01% | 735 |
|
|
2018
Q4 | $794K | Buy |
16,582
+6,370
| +62% | +$305K | ﹤0.01% | 826 |
|
|
2018
Q3 | $639K | Sell |
10,212
-656
| -6% | -$41K | ﹤0.01% | 988 |
|
|
2018
Q2 | $707K | Buy |
+10,868
| New | +$707K | ﹤0.01% | 888 |
|
|
2018
Q1 | – | Sell |
-8,806
| Closed | -$628K | – | 1395 |
|
|
2017
Q4 | $628K | Sell |
8,806
-548
| -6% | -$39.1K | ﹤0.01% | 794 |
|
|
2017
Q3 | $590K | Sell |
9,354
-743
| -7% | -$46.9K | ﹤0.01% | 791 |
|
|
2017
Q2 | $627K | Buy |
10,097
+1,701
| +20% | +$106K | ﹤0.01% | 764 |
|
|
2017
Q1 | $546K | Sell |
8,396
-200
| -2% | -$13K | ﹤0.01% | 815 |
|
|
2016
Q4 | $513K | Buy |
8,596
+202
| +2% | +$12.1K | ﹤0.01% | 797 |
|
|
2016
Q3 | $482K | Sell |
8,394
-126
| -1% | -$7.24K | ﹤0.01% | 800 |
|
|
2016
Q2 | $473K | Sell |
8,520
-693
| -8% | -$38.5K | ﹤0.01% | 798 |
|
|
2016
Q1 | $428K | Buy |
9,213
+737
| +9% | +$34.2K | ﹤0.01% | 796 |
|
|
2015
Q4 | $402K | Buy |
+8,476
| New | +$402K | ﹤0.01% | 763 |
|
|
2015
Q3 | – | Sell |
-8,684
| Closed | -$469K | – | 1163 |
|
|
2015
Q2 | $469K | Sell |
8,684
-2,029
| -19% | -$110K | 0.01% | 701 |
|
|
2015
Q1 | $501K | Sell |
10,713
-5,845
| -35% | -$273K | 0.01% | 726 |
|
|
2014
Q4 | $675K | Buy |
+16,558
| New | +$675K | 0.01% | 623 |
|