Laurel Wealth Advisors (North Carolina)’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
Q3 | – | Sell |
-305
| Closed | -$17K | – | 641 |
|
2022
Q2 | $17K | Hold |
305
| – | – | ﹤0.01% | 345 |
|
2022
Q1 | $15K | Hold |
305
| – | – | ﹤0.01% | 377 |
|
2021
Q4 | $13K | Hold |
305
| – | – | ﹤0.01% | 395 |
|
2021
Q3 | $13K | Hold |
305
| – | – | ﹤0.01% | 389 |
|
2021
Q2 | $15K | Hold |
305
| – | – | ﹤0.01% | 417 |
|
2021
Q1 | $16K | Hold |
305
| – | – | ﹤0.01% | 377 |
|
2020
Q4 | $16K | Hold |
305
| – | – | ﹤0.01% | 373 |
|
2020
Q3 | $13K | Hold |
305
| – | – | ﹤0.01% | 367 |
|
2020
Q2 | $13K | Sell |
305
-33
| -10% | -$1.41K | ﹤0.01% | 355 |
|
2020
Q1 | $11K | Sell |
338
-233
| -41% | -$7.58K | ﹤0.01% | 356 |
|
2019
Q4 | $31K | Sell |
571
-38
| -6% | -$2.06K | 0.01% | 289 |
|
2019
Q3 | $29K | Sell |
609
-64
| -10% | -$3.05K | 0.01% | 288 |
|
2019
Q2 | $33K | Hold |
673
| – | – | 0.01% | 277 |
|
2019
Q1 | $40K | Hold |
673
| – | – | 0.01% | 250 |
|
2018
Q4 | $32K | Buy |
+673
| New | +$32K | 0.01% | 257 |
|