Prestige Wealth Management Group’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 |
-2,332
| Closed | -$128K | – | 1113 |
|
2022
Q2 | $128K | Sell |
2,332
-9
| -0.4% | -$494 | 0.03% | 158 |
|
2022
Q1 | $114K | Hold |
2,341
| – | – | 0.03% | 177 |
|
2021
Q4 | $97K | Sell |
2,341
-16
| -0.7% | -$663 | 0.02% | 199 |
|
2021
Q3 | $100K | Buy |
2,357
+399
| +20% | +$16.9K | 0.03% | 189 |
|
2021
Q2 | $97K | Hold |
1,958
| – | – | 0.03% | 185 |
|
2021
Q1 | $105K | Sell |
1,958
-30
| -2% | -$1.61K | 0.03% | 180 |
|
2020
Q4 | $103K | Sell |
1,988
-91
| -4% | -$4.72K | 0.03% | 173 |
|
2020
Q3 | $91K | Hold |
2,079
| – | – | 0.03% | 186 |
|
2020
Q2 | $86K | Buy |
2,079
+146
| +8% | +$6.04K | 0.03% | 170 |
|
2020
Q1 | $63K | Sell |
1,933
-5
| -0.3% | -$163 | 0.03% | 156 |
|
2019
Q4 | $106K | Buy |
1,938
+5
| +0.3% | +$273 | 0.06% | 162 |
|
2019
Q3 | $93K | Hold |
1,933
| – | – | 0.05% | 157 |
|
2019
Q2 | $96K | Hold |
1,933
| – | – | 0.06% | 154 |
|
2019
Q1 | $114K | Sell |
1,933
-11
| -0.6% | -$649 | 0.07% | 138 |
|
2018
Q4 | $93K | Buy |
+1,944
| New | +$93K | 0.07% | 148 |
|