Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-430
| Closed | -$24K | – | 1132 |
|
|
2022
Q2 | $24K | Hold |
430
| – | – | ﹤0.01% | 434 |
|
|
2022
Q1 | $21K | Sell |
430
-266
| -38% | -$13K | ﹤0.01% | 493 |
|
|
2021
Q4 | $29K | Sell |
696
-165
| -19% | -$6.88K | ﹤0.01% | 475 |
|
|
2021
Q3 | $37K | Buy |
861
+165
| +24% | +$7.09K | 0.01% | 436 |
|
|
2021
Q2 | $35K | Hold |
696
| – | – | 0.01% | 445 |
|
|
2021
Q1 | $38K | Hold |
696
| – | – | 0.01% | 419 |
|
|
2020
Q4 | $36K | Sell |
696
-163
| -19% | -$8.43K | 0.01% | 414 |
|
|
2020
Q3 | $37K | Hold |
859
| – | – | 0.01% | 375 |
|
|
2020
Q2 | $36K | Hold |
859
| – | – | 0.01% | 343 |
|
|
2020
Q1 | $28K | Sell |
859
-33
| -4% | -$1.08K | 0.01% | 338 |
|
|
2019
Q4 | $49K | Hold |
892
| – | – | 0.02% | 327 |
|
|
2019
Q3 | $43K | Buy |
892
+43
| +5% | +$2.07K | 0.01% | 365 |
|
|
2019
Q2 | $42K | Sell |
849
-43
| -5% | -$2.13K | 0.01% | 371 |
|
|
2019
Q1 | $52K | Buy |
892
+33
| +4% | +$1.92K | 0.02% | 321 |
|
|
2018
Q4 | $41K | Sell |
859
-1,144
| -57% | -$54.6K | 0.01% | 326 |
|
|
2018
Q3 | $125K | Buy |
2,003
+133
| +7% | +$8.3K | 0.04% | 192 |
|
|
2018
Q2 | $122K | Buy |
1,870
+72
| +4% | +$4.7K | 0.06% | 209 |
|
|
2018
Q1 | $114K | Hold |
1,798
| – | – | 0.06% | 214 |
|
|
2017
Q4 | $128K | Hold |
1,798
| – | – | 0.07% | 190 |
|
|
2017
Q3 | $113K | Hold |
1,798
| – | – | 0.07% | 192 |
|
|
2017
Q2 | $112K | Sell |
1,798
-58
| -3% | -$3.61K | 0.07% | 189 |
|
|
2017
Q1 | $121K | Hold |
1,856
| – | – | 0.07% | 180 |
|
|
2016
Q4 | $111K | Buy |
1,856
+2
| +0.1% | +$120 | 0.07% | 204 |
|
|
2016
Q3 | $106K | Buy |
1,854
+147
| +9% | +$8.41K | 0.07% | 198 |
|
|
2016
Q2 | $95K | Hold |
1,707
| – | – | 0.07% | 194 |
|
|
2016
Q1 | $79K | Sell |
1,707
-66
| -4% | -$3.05K | 0.06% | 202 |
|
|
2015
Q4 | $84K | Hold |
1,773
| – | – | 0.06% | 212 |
|
|
2015
Q3 | $85K | Sell |
1,773
-3
| -0.2% | -$144 | 0.07% | 199 |
|
|
2015
Q2 | $96K | Buy |
1,776
+1
| +0.1% | +$54 | 0.07% | 201 |
|
|
2015
Q1 | $83K | Sell |
1,775
-1
| -0.1% | -$47 | 0.06% | 212 |
|
|
2014
Q4 | $72K | Buy |
+1,776
| New | +$72K | 0.05% | 228 |
|