Marshwinds Advisory’s CDK Global, Inc. CDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,964
| Closed | -$237K | – | 138 |
|
|
2016
Q4 | $237K | Hold |
3,964
| – | – | 0.11% | 124 |
|
|
2016
Q3 | $227K | Buy |
3,964
+1
| +0% | +$57 | 0.11% | 126 |
|
|
2016
Q2 | $220K | Buy |
+3,963
| New | +$220K | 0.11% | 127 |
|
|
2015
Q4 | – | Sell |
-4,271
| Closed | -$204K | – | 140 |
|
|
2015
Q3 | $204K | Buy |
4,271
+300
| +8% | +$14.3K | 0.11% | 131 |
|
|
2015
Q2 | $214K | Sell |
3,971
-1,263
| -24% | -$68.1K | 0.11% | 133 |
|
|
2015
Q1 | $245K | Sell |
5,234
-615
| -11% | -$28.8K | 0.12% | 132 |
|
|
2014
Q4 | $238K | Buy |
+5,849
| New | +$238K | 0.11% | 134 |
|