Northwestern Mutual 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,004
| Closed | -$110K | – | 3535 |
|
2022
Q2 | $110K | Sell |
2,004
-102
| -5% | -$5.6K | ﹤0.01% | 1610 |
|
2022
Q1 | $103K | Buy |
2,106
+1,183
| +128% | +$57.9K | ﹤0.01% | 1688 |
|
2021
Q4 | $39K | Buy |
923
+283
| +44% | +$12K | ﹤0.01% | 2074 |
|
2021
Q3 | $27K | Hold |
640
| – | – | ﹤0.01% | 2118 |
|
2021
Q2 | $32K | Sell |
640
-177
| -22% | -$8.85K | ﹤0.01% | 2012 |
|
2021
Q1 | $44K | Sell |
817
-33
| -4% | -$1.78K | ﹤0.01% | 1786 |
|
2020
Q4 | $44K | Sell |
850
-474
| -36% | -$24.5K | ﹤0.01% | 1691 |
|
2020
Q3 | $58K | Buy |
1,324
+446
| +51% | +$19.5K | ﹤0.01% | 1451 |
|
2020
Q2 | $36K | Sell |
878
-104
| -11% | -$4.26K | ﹤0.01% | 1550 |
|
2020
Q1 | $32K | Sell |
982
-160
| -14% | -$5.21K | ﹤0.01% | 1555 |
|
2019
Q4 | $62K | Sell |
1,142
-644
| -36% | -$35K | ﹤0.01% | 1386 |
|
2019
Q3 | $85K | Buy |
1,786
+944
| +112% | +$44.9K | ﹤0.01% | 1216 |
|
2019
Q2 | $42K | Sell |
842
-186
| -18% | -$9.28K | ﹤0.01% | 1461 |
|
2019
Q1 | $60K | Buy |
1,028
+99
| +11% | +$5.78K | ﹤0.01% | 1277 |
|
2018
Q4 | $44K | Sell |
929
-459
| -33% | -$21.7K | ﹤0.01% | 1307 |
|
2018
Q3 | $87K | Buy |
1,388
+581
| +72% | +$36.4K | ﹤0.01% | 1090 |
|
2018
Q2 | $52K | Buy |
807
+146
| +22% | +$9.41K | ﹤0.01% | 1232 |
|
2018
Q1 | $42K | Sell |
661
-173
| -21% | -$11K | ﹤0.01% | 1275 |
|
2017
Q4 | $59K | Buy |
834
+140
| +20% | +$9.9K | ﹤0.01% | 1096 |
|
2017
Q3 | $44K | Sell |
694
-249
| -26% | -$15.8K | ﹤0.01% | 1174 |
|
2017
Q2 | $59K | Buy |
943
+143
| +18% | +$8.95K | ﹤0.01% | 1033 |
|
2017
Q1 | $52K | Buy |
800
+7
| +0.9% | +$455 | ﹤0.01% | 1021 |
|
2016
Q4 | $47K | Buy |
+793
| New | +$47K | ﹤0.01% | 1047 |
|
2016
Q3 | – | Sell |
-481
| Closed | -$26K | – | 1682 |
|
2016
Q2 | $26K | Sell |
481
-150
| -24% | -$8.11K | ﹤0.01% | 1086 |
|
2016
Q1 | $29K | Buy |
631
+335
| +113% | +$15.4K | ﹤0.01% | 1064 |
|
2015
Q4 | $14K | Buy |
296
+207
| +233% | +$9.79K | ﹤0.01% | 1107 |
|
2015
Q3 | $4K | Buy |
89
+43
| +93% | +$1.93K | ﹤0.01% | 1331 |
|
2015
Q2 | $2K | Sell |
46
-17
| -27% | -$739 | ﹤0.01% | 1283 |
|
2015
Q1 | $3K | Sell |
63
-339
| -84% | -$16.1K | ﹤0.01% | 1327 |
|
2014
Q4 | $17K | Buy |
+402
| New | +$17K | ﹤0.01% | 930 |
|