One Wealth Advisors’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 |
-3,023
| Closed | -$178K | – | 542 |
|
|
2019
Q1 | $178K | Buy |
+3,023
| New | +$178K | 0.15% | 128 |
|
|
2018
Q4 | – | Sell |
-3,068
| Closed | -$192K | – | 524 |
|
|
2018
Q3 | $192K | Sell |
3,068
-30
| -1% | -$1.88K | 0.15% | 130 |
|
|
2018
Q2 | $202K | Sell |
3,098
-214
| -6% | -$14K | 0.16% | 125 |
|
|
2018
Q1 | $210K | Sell |
3,312
-44
| -1% | -$2.79K | 0.19% | 111 |
|
|
2017
Q4 | $239K | Buy |
+3,356
| New | +$239K | 0.19% | 88 |
|