Nelson Capital 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
Q1 | – | Sell |
-1,086
| Closed | -$77K | – | 327 |
|
|
2017
Q4 | $77K | Buy |
1,086
+553
| +104% | +$39.2K | 0.02% | 116 |
|
|
2017
Q3 | $34K | Buy |
+533
| New | +$34K | 0.01% | 143 |
|
|
2016
Q2 | – | Sell |
-733
| Closed | -$34K | – | 290 |
|
|
2016
Q1 | $34K | Hold |
733
| – | – | 0.01% | 123 |
|
|
2015
Q4 | $35K | Buy |
+733
| New | +$35K | 0.01% | 126 |
|
|
2015
Q3 | – | Sell |
-1,399
| Closed | -$76K | – | 267 |
|
|
2015
Q2 | $76K | Buy |
+1,399
| New | +$76K | 0.03% | 102 |
|
|
2015
Q1 | – | Sell |
-1,446
| Closed | -$59K | – | 309 |
|
|
2014
Q4 | $59K | Sell |
1,446
-25
| -2% | -$1.02K | 0.02% | 117 |
|
|
2014
Q3 | $48K | Buy |
+1,471
| New | +$48K | 0.02% | 126 |
|