Mosaic Family Wealth’s CDK Global, Inc. CDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-508
| Closed | -$30K | – | 654 |
|
|
2019
Q1 | $30K | Hold |
508
| – | – | 0.01% | 384 |
|
|
2018
Q4 | $24K | Hold |
508
| – | – | 0.01% | 409 |
|
|
2018
Q3 | $26K | Hold |
508
| – | – | 0.01% | 403 |
|
|
2018
Q2 | $33K | Hold |
508
| – | – | 0.01% | 364 |
|
|
2018
Q1 | $32K | Hold |
508
| – | – | 0.01% | 366 |
|
|
2017
Q4 | $36K | Sell |
508
-126
| -20% | -$8.93K | 0.01% | 372 |
|
|
2017
Q3 | $40K | Buy |
634
+100
| +19% | +$6.31K | 0.02% | 360 |
|
|
2017
Q2 | $33K | Hold |
534
| – | – | 0.01% | 363 |
|
|
2017
Q1 | $35K | Hold |
534
| – | – | 0.02% | 363 |
|
|
2016
Q4 | $32K | Buy |
534
+1
| +0.2% | +$60 | 0.01% | 372 |
|
|
2016
Q3 | $31K | Sell |
533
-1
| -0.2% | -$58 | 0.01% | 388 |
|
|
2016
Q2 | $30K | Buy |
534
+2
| +0.4% | +$112 | 0.01% | 396 |
|
|
2016
Q1 | $24K | Hold |
532
| – | – | 0.01% | 415 |
|
|
2015
Q4 | $25K | Buy |
+532
| New | +$25K | 0.01% | 416 |
|