TrueWealth LLC’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
Q2 | $11K | Sell |
256
-2
| -0.8% | -$86 | ﹤0.01% | 462 |
|
2020
Q1 | $8K | Hold |
258
| – | – | ﹤0.01% | 489 |
|
2019
Q4 | $14K | Buy |
258
+1
| +0.4% | +$54 | 0.01% | 426 |
|
2019
Q3 | $12K | Hold |
257
| – | – | 0.01% | 433 |
|
2019
Q2 | $13K | Buy |
257
+1
| +0.4% | +$51 | 0.01% | 432 |
|
2019
Q1 | $15K | Hold |
256
| – | – | 0.01% | 407 |
|
2018
Q4 | $12K | Sell |
256
-107
| -29% | -$5.02K | 0.01% | 419 |
|
2018
Q3 | $23K | Buy |
363
+1
| +0.3% | +$63 | 0.01% | 374 |
|
2018
Q2 | $24K | Hold |
362
| – | – | 0.01% | 366 |
|
2018
Q1 | $23K | Hold |
362
| – | – | 0.01% | 347 |
|
2017
Q4 | $26K | Buy |
+362
| New | +$26K | 0.01% | 373 |
|