Pathstone Family Office’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
Q2 | – | Sell |
-9,927
| Closed | -$577K | – | 1156 |
|
|
2022
Q1 | $577K | Buy |
9,927
+836
| +9% | +$48.6K | 0.01% | 492 |
|
|
2021
Q4 | $379K | Buy |
9,091
+1,775
| +24% | +$74K | 0.01% | 644 |
|
|
2021
Q3 | $311K | Buy |
7,316
+248
| +4% | +$10.5K | 0.01% | 671 |
|
|
2021
Q2 | $352K | Buy |
7,068
+2,952
| +72% | +$147K | 0.01% | 588 |
|
|
2021
Q1 | $223K | Buy |
+4,116
| New | +$223K | 0.01% | 580 |
|
|
2016
Q4 | – | Sell |
-190
| Closed | -$11K | – | 221 |
|
|
2016
Q3 | $11K | Buy |
+190
| New | +$11K | 0.01% | 126 |
|