Lenox Wealth Management’s CDK Global, Inc. CDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-245
| Closed | -$15K | – | 700 |
|
|
2018
Q3 | $15K | Buy |
245
+46
| +23% | +$2.82K | ﹤0.01% | 363 |
|
|
2018
Q2 | $13K | Buy |
+199
| New | +$13K | ﹤0.01% | 341 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$14K | – | 516 |
|
|
2017
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 353 |
|
|
2017
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 373 |
|
|
2017
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 359 |
|
|
2017
Q1 | $13K | Hold |
200
| – | – | 0.01% | 159 |
|
|
2016
Q4 | $12K | Hold |
200
| – | – | 0.01% | 162 |
|
|
2016
Q3 | $11K | Hold |
200
| – | – | 0.01% | 158 |
|
|
2016
Q2 | $11K | Hold |
200
| – | – | 0.01% | 163 |
|
|
2016
Q1 | $9K | Buy |
+200
| New | +$9K | 0.01% | 168 |
|