Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-969
| Closed | -$52K | – | 1934 |
|
|
2021
Q1 | $52K | Buy |
969
+39
| +4% | +$2.09K | ﹤0.01% | 825 |
|
|
2020
Q4 | $48K | Sell |
930
-415
| -31% | -$21.4K | ﹤0.01% | 778 |
|
|
2020
Q3 | $59K | Sell |
1,345
-169
| -11% | -$7.41K | 0.01% | 592 |
|
|
2020
Q2 | $63K | Buy |
1,514
+1,026
| +210% | +$42.7K | 0.01% | 619 |
|
|
2020
Q1 | $17K | Buy |
488
+114
| +30% | +$3.97K | ﹤0.01% | 904 |
|
|
2019
Q4 | $20K | Buy |
374
+49
| +15% | +$2.62K | ﹤0.01% | 915 |
|
|
2019
Q3 | $16K | Sell |
325
-33
| -9% | -$1.63K | ﹤0.01% | 902 |
|
|
2019
Q2 | $18K | Buy |
358
+33
| +10% | +$1.66K | ﹤0.01% | 880 |
|
|
2019
Q1 | $19K | Sell |
325
-44
| -12% | -$2.57K | ﹤0.01% | 808 |
|
|
2018
Q4 | $18K | Hold |
369
| – | – | ﹤0.01% | 733 |
|
|
2018
Q3 | $21K | Hold |
369
| – | – | ﹤0.01% | 762 |
|
|
2018
Q2 | $24K | Buy |
369
+80
| +28% | +$5.2K | ﹤0.01% | 712 |
|
|
2018
Q1 | $18K | Hold |
289
| – | – | ﹤0.01% | 746 |
|
|
2017
Q4 | $21K | Buy |
289
+276
| +2,123% | +$20.1K | ﹤0.01% | 658 |
|
|
2017
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1143 |
|