Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-513
| Closed | -$22K | – | 1208 |
|
|
2021
Q3 | $22K | Buy |
513
+55
| +12% | +$2.36K | 0.01% | 624 |
|
|
2021
Q2 | $23K | Buy |
458
+55
| +14% | +$2.76K | 0.01% | 483 |
|
|
2021
Q1 | $20K | Hold |
403
| – | – | 0.01% | 465 |
|
|
2020
Q4 | $20K | Hold |
403
| – | – | 0.01% | 462 |
|
|
2020
Q3 | $18K | Hold |
403
| – | – | 0.01% | 422 |
|
|
2020
Q2 | $17K | Sell |
403
-14
| -3% | -$591 | 0.01% | 411 |
|
|
2020
Q1 | $14K | Hold |
417
| – | – | 0.01% | 420 |
|
|
2019
Q4 | $23K | Hold |
417
| – | – | 0.02% | 397 |
|
|
2019
Q3 | $20K | Hold |
417
| – | – | 0.02% | 401 |
|
|
2019
Q2 | $21K | Sell |
417
-268
| -39% | -$13.5K | 0.02% | 403 |
|
|
2019
Q1 | $40K | Hold |
685
| – | – | 0.03% | 229 |
|
|
2018
Q4 | $32K | Buy |
+685
| New | +$32K | 0.02% | 256 |
|