TWA
CDK
TCI 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 |
-36
| Closed | -$2K | – | 2726 |
|
|
2022
Q2 | $2K | Sell |
36
-464
| -93% | -$25.8K | ﹤0.01% | 2072 |
|
|
2022
Q1 | $24K | Hold |
500
| – | – | ﹤0.01% | 624 |
|
|
2021
Q4 | $21K | Hold |
500
| – | – | ﹤0.01% | 702 |
|
|
2021
Q3 | $21K | Sell |
500
-18
| -3% | -$756 | ﹤0.01% | 666 |
|
|
2021
Q2 | $26K | Hold |
518
| – | – | ﹤0.01% | 532 |
|
|
2021
Q1 | $28K | Hold |
518
| – | – | 0.01% | 476 |
|
|
2020
Q4 | $27K | Sell |
518
-29
| -5% | -$1.51K | 0.01% | 416 |
|
|
2020
Q3 | $24K | Buy |
547
+7
| +1% | +$307 | 0.01% | 401 |
|
|
2020
Q2 | $22K | Buy |
540
+18
| +3% | +$733 | 0.01% | 418 |
|
|
2020
Q1 | $17K | Buy |
522
+366
| +235% | +$11.9K | 0.01% | 464 |
|
|
2019
Q4 | $9K | Buy |
156
+78
| +100% | +$4.5K | ﹤0.01% | 735 |
|
|
2019
Q3 | $4K | Hold |
78
| – | – | ﹤0.01% | 908 |
|
|
2019
Q2 | $4K | Sell |
78
-5
| -6% | -$256 | ﹤0.01% | 853 |
|
|
2019
Q1 | $5K | Hold |
83
| – | – | ﹤0.01% | 805 |
|
|
2018
Q4 | $4K | Sell |
83
-93
| -53% | -$4.48K | ﹤0.01% | 847 |
|
|
2018
Q3 | $11K | Sell |
176
-144
| -45% | -$9K | ﹤0.01% | 612 |
|
|
2018
Q2 | $21K | Hold |
320
| – | – | 0.01% | 476 |
|
|
2018
Q1 | $20K | Hold |
320
| – | – | 0.01% | 486 |
|
|
2017
Q4 | $23K | Buy |
320
+22
| +7% | +$1.58K | 0.01% | 475 |
|
|
2017
Q3 | $19K | Sell |
298
-666
| -69% | -$42.5K | 0.01% | 473 |
|
|
2017
Q2 | $60K | Hold |
964
| – | – | 0.03% | 282 |
|
|
2017
Q1 | $63K | Buy |
964
+4
| +0.4% | +$261 | 0.03% | 273 |
|
|
2016
Q4 | $57K | Buy |
960
+9
| +0.9% | +$534 | 0.03% | 312 |
|
|
2016
Q3 | $55K | Hold |
951
| – | – | 0.03% | 294 |
|
|
2016
Q2 | $53K | Sell |
951
-46
| -5% | -$2.56K | 0.03% | 295 |
|
|
2016
Q1 | $46K | Sell |
997
-91
| -8% | -$4.2K | 0.03% | 310 |
|
|
2015
Q4 | $52K | Buy |
1,088
+67
| +7% | +$3.2K | 0.03% | 297 |
|
|
2015
Q3 | $49K | Hold |
1,021
| – | – | 0.03% | 293 |
|
|
2015
Q2 | $55K | Buy |
1,021
+91
| +10% | +$4.9K | 0.03% | 273 |
|
|
2015
Q1 | $43K | Hold |
930
| – | – | 0.03% | 254 |
|
|
2014
Q4 | $38K | Buy |
+930
| New | +$38K | 0.02% | 273 |
|