OAM
CDK
Optimal Asset Management’s CDK Global, Inc. CDK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $1.58M | Buy |
37,129
+91
| +0.2% | +$3.87K | 0.2% | 174 |
|
2021
Q2 | $1.84M | Hold |
37,038
| – | – | 0.22% | 166 |
|
2021
Q1 | $2M | Buy |
+37,038
| New | +$2M | 0.26% | 140 |
|
2020
Q4 | – | Sell |
-46,081
| Closed | -$2.01M | – | 404 |
|
2020
Q3 | $2.01M | Sell |
46,081
-4,422
| -9% | -$193K | 0.29% | 118 |
|
2020
Q2 | $2.09M | Sell |
50,503
-62,334
| -55% | -$2.58M | 0.34% | 100 |
|
2020
Q1 | $3.71K | Buy |
+112,837
| New | +$3.71K | 0.35% | 91 |
|