Lenox 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
Q1 | $14K | Sell |
260
-74
| -22% | -$3.99K | ﹤0.01% | 432 |
|
|
2021
Q4 | $14K | Hold |
334
| – | – | ﹤0.01% | 467 |
|
|
2021
Q3 | $14K | Hold |
334
| – | – | ﹤0.01% | 431 |
|
|
2021
Q2 | $17K | Buy |
334
+260
| +351% | +$13.2K | ﹤0.01% | 398 |
|
|
2021
Q1 | $4K | Sell |
74
-74
| -50% | -$4K | ﹤0.01% | 553 |
|
|
2020
Q4 | $8K | Buy |
+148
| New | +$8K | ﹤0.01% | 460 |
|
|
2016
Q4 | – | Sell |
-200
| Closed | -$11K | – | 200 |
|
|
2016
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 171 |
|
|
2016
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 165 |
|
|
2016
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 171 |
|
|
2015
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 187 |
|
|
2015
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 185 |
|
|
2015
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 133 |
|
|
2015
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 172 |
|
|
2014
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 190 |
|