LFA
CDK
Legacy Financial Advisors’s CDK Global, Inc. CDK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-537
| Closed | -$32K | – | 984 |
|
2019
Q1 | $32K | Hold |
537
| – | – | 0.01% | 362 |
|
2018
Q4 | $26K | Sell |
537
-1,399
| -72% | -$67.7K | 0.01% | 359 |
|
2018
Q3 | $121K | Buy |
1,936
+37
| +2% | +$2.31K | 0.04% | 155 |
|
2018
Q2 | $128K | Buy |
+1,899
| New | +$128K | 0.05% | 142 |
|
2018
Q1 | – | Sell |
-497
| Closed | -$35K | – | 926 |
|
2017
Q4 | $35K | Buy |
+497
| New | +$35K | 0.01% | 291 |
|