United Capital Financial Advisors’s CDK Global, Inc. CDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,564
| Closed | -$210K | – | 1479 |
|
|
2019
Q1 | $210K | Sell |
3,564
-998
| -22% | -$58.8K | ﹤0.01% | 1232 |
|
|
2018
Q4 | $216K | Sell |
4,562
-25,476
| -85% | -$1.21M | ﹤0.01% | 1177 |
|
|
2018
Q3 | $1.88M | Sell |
30,038
-34,620
| -54% | -$2.17M | 0.01% | 630 |
|
|
2018
Q2 | $4.21M | Buy |
64,658
+46,288
| +252% | +$3.01M | 0.03% | 448 |
|
|
2018
Q1 | $1.16M | Buy |
18,370
+1,637
| +10% | +$104K | 0.01% | 739 |
|
|
2017
Q4 | $1.2M | Sell |
16,733
-3,704
| -18% | -$267K | 0.01% | 737 |
|
|
2017
Q3 | $1.29M | Buy |
20,437
+2,989
| +17% | +$189K | 0.01% | 708 |
|
|
2017
Q2 | $1.08M | Buy |
17,448
+2,351
| +16% | +$146K | 0.01% | 742 |
|
|
2017
Q1 | $981K | Buy |
15,097
+11,679
| +342% | +$759K | 0.01% | 751 |
|
|
2016
Q4 | $204K | Sell |
3,418
-424
| -11% | -$25.3K | ﹤0.01% | 1181 |
|
|
2016
Q3 | $220K | Sell |
3,842
-634
| -14% | -$36.3K | ﹤0.01% | 1166 |
|
|
2016
Q2 | $246K | Buy |
4,476
+94
| +2% | +$5.17K | ﹤0.01% | 1104 |
|
|
2016
Q1 | $204K | Sell |
4,382
-837
| -16% | -$39K | ﹤0.01% | 1119 |
|
|
2015
Q4 | $248K | Sell |
5,219
-115
| -2% | -$5.47K | ﹤0.01% | 1075 |
|
|
2015
Q3 | $255K | Buy |
5,334
+19
| +0.4% | +$908 | ﹤0.01% | 1094 |
|
|
2015
Q2 | $287K | Buy |
5,315
+149
| +3% | +$8.05K | ﹤0.01% | 1088 |
|
|
2015
Q1 | $248K | Sell |
5,166
-1,260
| -20% | -$60.5K | ﹤0.01% | 1125 |
|
|
2014
Q4 | $262K | Buy |
+6,426
| New | +$262K | ﹤0.01% | 1013 |
|