Segment Wealth Management’s CDK Global, Inc. CDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,567
| Closed | -$297K | – | 231 |
|
|
2018
Q2 | $297K | Hold |
4,567
| – | – | 0.07% | 159 |
|
|
2018
Q1 | $289K | Sell |
4,567
-1,436
| -24% | -$90.9K | 0.07% | 153 |
|
|
2017
Q4 | $428K | Sell |
6,003
-167
| -3% | -$11.9K | 0.1% | 137 |
|
|
2017
Q3 | $389K | Sell |
6,170
-65
| -1% | -$4.1K | 0.1% | 134 |
|
|
2017
Q2 | $387K | Sell |
6,235
-95
| -2% | -$5.9K | 0.11% | 139 |
|
|
2017
Q1 | $412K | Sell |
6,330
-195
| -3% | -$12.7K | 0.13% | 119 |
|
|
2016
Q4 | $389K | Hold |
6,525
| – | – | 0.14% | 111 |
|
|
2016
Q3 | $374K | Sell |
6,525
-67
| -1% | -$3.84K | 0.15% | 108 |
|
|
2016
Q2 | $366K | Sell |
6,592
-1,045
| -14% | -$58K | 0.15% | 101 |
|
|
2016
Q1 | $356K | Sell |
7,637
-77
| -1% | -$3.59K | 0.13% | 102 |
|
|
2015
Q4 | $366K | Sell |
7,714
-239
| -3% | -$11.3K | 0.14% | 104 |
|
|
2015
Q3 | $380K | Buy |
7,953
+371
| +5% | +$17.7K | 0.15% | 105 |
|
|
2015
Q2 | $409K | Sell |
7,582
-65
| -0.9% | -$3.51K | 0.14% | 108 |
|
|
2015
Q1 | $358K | Sell |
7,647
-33
| -0.4% | -$1.55K | 0.12% | 122 |
|
|
2014
Q4 | $313K | Buy |
+7,680
| New | +$313K | 0.12% | 110 |
|