JFS 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
Q2 | – | Sell |
-57
| Closed | -$3K | – | 2006 |
|
|
2022
Q1 | $3K | Buy |
57
+36
| +171% | +$1.9K | ﹤0.01% | 1352 |
|
|
2021
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1675 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 560 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 544 |
|
|
2019
Q2 | – | Sell |
-66
| Closed | -$4K | – | 494 |
|
|
2019
Q1 | $4K | Hold |
66
| – | – | ﹤0.01% | 412 |
|
|
2018
Q4 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 418 |
|
|
2018
Q2 | – | Sell |
-2
| Closed | – | – | 561 |
|
|
2018
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 580 |
|
|
2015
Q1 | – | Sell |
-6
| Closed | – | – | 550 |
|
|
2014
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 550 |
|