Steward Partners Investment Advisory’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 |
-2,914
| Closed | -$160K | – | 3499 |
|
|
2022
Q2 | $160K | Buy |
2,914
+102
| +4% | +$5.6K | ﹤0.01% | 1295 |
|
|
2022
Q1 | $137K | Buy |
2,812
+120
| +4% | +$5.85K | ﹤0.01% | 1467 |
|
|
2021
Q4 | $112K | Sell |
2,692
-495
| -16% | -$20.6K | ﹤0.01% | 1551 |
|
|
2021
Q3 | $136K | Buy |
3,187
+45
| +1% | +$1.92K | ﹤0.01% | 1433 |
|
|
2021
Q2 | $156K | Sell |
3,142
-521
| -14% | -$25.9K | ﹤0.01% | 1737 |
|
|
2021
Q1 | $198K | Buy |
3,663
+484
| +15% | +$26.2K | ﹤0.01% | 1305 |
|
|
2020
Q4 | $165K | Sell |
3,179
-34
| -1% | -$1.77K | ﹤0.01% | 1153 |
|
|
2020
Q3 | $140K | Hold |
3,213
| – | – | ﹤0.01% | 1080 |
|
|
2020
Q2 | $133K | Buy |
3,213
+62
| +2% | +$2.57K | ﹤0.01% | 1029 |
|
|
2020
Q1 | $103K | Sell |
3,151
-185
| -6% | -$6.05K | ﹤0.01% | 986 |
|
|
2019
Q4 | $182K | Buy |
3,336
+15
| +0.5% | +$818 | 0.01% | 910 |
|
|
2019
Q3 | $159K | Sell |
3,321
-86
| -3% | -$4.12K | 0.01% | 918 |
|
|
2019
Q2 | $168K | Buy |
+3,407
| New | +$168K | 0.01% | 870 |
|
|
2018
Q4 | – | Sell |
-2,853
| Closed | -$179K | – | 2380 |
|
|
2018
Q3 | $179K | Buy |
+2,853
| New | +$179K | 0.01% | 752 |
|
|
2018
Q2 | – | Sell |
-1,274
| Closed | -$80K | – | 2584 |
|
|
2018
Q1 | $80K | Hold |
1,274
| – | – | 0.01% | 839 |
|
|
2017
Q4 | $90K | Buy |
1,274
+988
| +345% | +$69.8K | 0.01% | 659 |
|
|
2017
Q3 | $18K | Buy |
286
+1
| +0.4% | +$63 | ﹤0.01% | 971 |
|
|
2017
Q2 | $17K | Hold |
285
| – | – | ﹤0.01% | 920 |
|
|
2017
Q1 | $18K | Buy |
285
+100
| +54% | +$6.32K | ﹤0.01% | 795 |
|
|
2016
Q4 | $11K | Buy |
+185
| New | +$11K | 0.01% | 551 |
|