Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $314K | Hold |
6,060
| – | – | 0.1% | 220 |
|
|
2020
Q3 | $264K | Hold |
6,060
| – | – | 0.1% | 221 |
|
|
2020
Q2 | $251K | Sell |
6,060
-1,165
| -16% | -$48.3K | 0.11% | 217 |
|
|
2020
Q1 | $237K | Sell |
7,225
-15
| -0.2% | -$492 | 0.12% | 208 |
|
|
2019
Q4 | $396K | Buy |
7,240
+570
| +9% | +$31.2K | 0.14% | 177 |
|
|
2019
Q3 | $321K | Sell |
6,670
-560
| -8% | -$27K | 0.11% | 206 |
|
|
2019
Q2 | $357K | Sell |
7,230
-64
| -0.9% | -$3.16K | 0.12% | 181 |
|
|
2019
Q1 | $429K | Buy |
7,294
+1,860
| +34% | +$109K | 0.16% | 153 |
|
|
2018
Q4 | $260K | Buy |
5,434
+880
| +19% | +$42.1K | 0.11% | 190 |
|
|
2018
Q3 | $285K | Hold |
4,554
| – | – | 0.11% | 203 |
|
|
2018
Q2 | $296K | Buy |
+4,554
| New | +$296K | 0.13% | 193 |
|