SWA
CDK
Sutton Wealth Advisors’s CDK Global, Inc. CDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,553
| Closed | -$195K | – | 1773 |
|
|
2022
Q2 | $195K | Hold |
3,553
| – | – | 0.08% | 172 |
|
|
2022
Q1 | $173K | Sell |
3,553
-9
| -0.3% | -$438 | 0.06% | 192 |
|
|
2021
Q4 | $149K | Buy |
3,562
+16
| +0.5% | +$668 | 0.05% | 211 |
|
|
2021
Q3 | $151K | Hold |
3,546
| – | – | 0.06% | 201 |
|
|
2021
Q2 | $176K | Hold |
3,546
| – | – | 0.06% | 192 |
|
|
2021
Q1 | $192K | Hold |
3,546
| – | – | 0.08% | 175 |
|
|
2020
Q4 | $184K | Hold |
3,546
| – | – | 0.08% | 165 |
|
|
2020
Q3 | $155K | Hold |
3,546
| – | – | 0.07% | 167 |
|
|
2020
Q2 | $147K | Sell |
3,546
-33
| -0.9% | -$1.37K | 0.08% | 168 |
|
|
2020
Q1 | $118K | Buy |
3,579
+45
| +1% | +$1.48K | 0.07% | 176 |
|
|
2019
Q4 | $193K | Hold |
3,534
| – | – | 0.1% | 154 |
|
|
2019
Q3 | $170K | Hold |
3,534
| – | – | 0.09% | 163 |
|
|
2019
Q2 | $175K | Sell |
3,534
-11
| -0.3% | -$544 | 0.1% | 157 |
|
|
2019
Q1 | $209K | Buy |
3,545
+13
| +0.4% | +$765 | 0.12% | 134 |
|
|
2018
Q4 | $169K | Buy |
3,532
+2,645
| +298% | +$127K | 0.11% | 146 |
|
|
2018
Q3 | $55.5K | Hold |
887
| – | – | 0.04% | 271 |
|
|
2018
Q2 | $57.7K | Buy |
887
+30
| +4% | +$1.95K | 0.04% | 255 |
|
|
2018
Q1 | $54.3K | Buy |
857
+133
| +18% | +$8.42K | 0.04% | 261 |
|
|
2017
Q4 | $51.6K | Hold |
724
| – | – | 0.04% | 268 |
|
|
2017
Q3 | $45.7K | Hold |
724
| – | – | 0.03% | 291 |
|
|
2017
Q2 | $44.9K | Buy |
724
+666
| +1,148% | +$41.3K | 0.04% | 280 |
|
|
2017
Q1 | $3.77K | Hold |
58
| – | – | ﹤0.01% | 879 |
|
|
2016
Q4 | $3.46K | Hold |
58
| – | – | ﹤0.01% | 885 |
|
|
2016
Q3 | $3.33K | Hold |
58
| – | – | ﹤0.01% | 883 |
|
|
2016
Q2 | $3.22K | Hold |
58
| – | – | ﹤0.01% | 853 |
|
|
2016
Q1 | $2.7K | Buy |
+58
| New | +$2.7K | ﹤0.01% | 851 |
|