Rockefeller Financial Services’s CDK Global, Inc. CDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $254K | Hold |
3,561
| – | – | ﹤0.01% | 327 |
|
|
2017
Q3 | $225K | Hold |
3,561
| – | – | ﹤0.01% | 329 |
|
|
2017
Q2 | $221K | Hold |
3,561
| – | – | ﹤0.01% | 287 |
|
|
2017
Q1 | $231K | Hold |
3,561
| – | – | ﹤0.01% | 299 |
|
|
2016
Q4 | $213K | Sell |
3,561
-42
| -1% | -$2.51K | ﹤0.01% | 323 |
|
|
2016
Q3 | $207K | Sell |
3,603
-1,666
| -32% | -$95.7K | ﹤0.01% | 303 |
|
|
2016
Q2 | $293K | Hold |
5,269
| – | – | 0.01% | 299 |
|
|
2016
Q1 | $245K | Sell |
5,269
-333
| -6% | -$15.5K | ﹤0.01% | 305 |
|
|
2015
Q4 | $266K | Buy |
5,602
+1,504
| +37% | +$71.4K | 0.01% | 313 |
|
|
2015
Q3 | $195K | Hold |
4,098
| – | – | ﹤0.01% | 329 |
|
|
2015
Q2 | $221K | Hold |
4,098
| – | – | ﹤0.01% | 307 |
|
|
2015
Q1 | $191K | Buy |
4,098
+333
| +9% | +$15.5K | ﹤0.01% | 325 |
|
|
2014
Q4 | $153K | Buy |
+3,765
| New | +$153K | ﹤0.01% | 323 |
|