Laurie J. Hall Trustee’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 |
-3,786
| Closed | -$207K | – | 326 |
|
|
2022
Q2 | $207K | Sell |
3,786
-1,200
| -24% | -$65.6K | 0.1% | 101 |
|
|
2022
Q1 | $242K | Sell |
4,986
-200
| -4% | -$9.71K | 0.09% | 104 |
|
|
2021
Q4 | $216K | Hold |
5,186
| – | – | 0.08% | 115 |
|
|
2021
Q3 | $221K | Hold |
5,186
| – | – | 0.09% | 105 |
|
|
2021
Q2 | $258K | Hold |
5,186
| – | – | 0.1% | 99 |
|
|
2021
Q1 | $280K | Sell |
5,186
-2,852
| -35% | -$154K | 0.11% | 99 |
|
|
2020
Q4 | $416K | Buy |
8,038
+2,578
| +47% | +$133K | 0.17% | 81 |
|
|
2020
Q3 | $238K | Buy |
+5,460
| New | +$238K | 0.11% | 98 |
|
|
2019
Q4 | $313K | Sell |
5,726
-522
| -8% | -$28.5K | 0.14% | 89 |
|
|
2019
Q3 | $300K | Sell |
6,248
-100
| -2% | -$4.8K | 0.15% | 90 |
|
|
2019
Q2 | $314K | Sell |
6,348
-293
| -4% | -$14.5K | 0.16% | 86 |
|
|
2019
Q1 | $391K | Hold |
6,641
| – | – | 0.21% | 76 |
|
|
2018
Q4 | $374K | Hold |
6,641
| – | – | 0.21% | 78 |
|
|
2018
Q3 | $416K | Hold |
6,641
| – | – | 0.22% | 73 |
|
|
2018
Q2 | $432K | Hold |
6,641
| – | – | 0.25% | 70 |
|
|
2018
Q1 | $421K | Sell |
6,641
-50
| -0.7% | -$3.17K | 0.26% | 67 |
|
|
2017
Q4 | $477K | Hold |
6,691
| – | – | 0.27% | 65 |
|
|
2017
Q3 | $422K | Hold |
6,691
| – | – | 0.26% | 65 |
|
|
2017
Q2 | $415K | Hold |
6,691
| – | – | 0.27% | 65 |
|
|
2017
Q1 | $425K | Hold |
6,691
| – | – | 0.27% | 61 |
|
|
2016
Q4 | $403K | Buy |
+6,691
| New | +$403K | 0.26% | 66 |
|
|
2016
Q2 | $390K | Sell |
6,882
-134
| -2% | -$7.59K | 0.25% | 68 |
|
|
2016
Q1 | $334K | Sell |
7,016
-387
| -5% | -$18.4K | 0.21% | 75 |
|
|
2015
Q4 | $318K | Sell |
7,403
-209
| -3% | -$8.98K | 0.23% | 74 |
|
|
2015
Q3 | $363K | Hold |
7,612
| – | – | 0.29% | 62 |
|
|
2015
Q2 | $411K | Hold |
7,612
| – | – | 0.3% | 64 |
|
|
2015
Q1 | $356K | Sell |
7,612
-83
| -1% | -$3.88K | 0.26% | 68 |
|
|
2014
Q4 | $314K | Buy |
+7,695
| New | +$314K | 0.22% | 72 |
|