Wealthspire Advisors (Maryland)’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 |
-1,427
| Closed | -$84K | – | 2333 |
|
|
2019
Q1 | $84K | Sell |
1,427
-9
| -0.6% | -$530 | 0.01% | 705 |
|
|
2018
Q4 | $69K | Sell |
1,436
-460
| -24% | -$22.1K | 0.01% | 735 |
|
|
2018
Q3 | $119K | Buy |
1,896
+86
| +5% | +$5.4K | 0.01% | 616 |
|
|
2018
Q2 | $118K | Sell |
1,810
-26
| -1% | -$1.7K | 0.01% | 639 |
|
|
2018
Q1 | $116K | Sell |
1,836
-106
| -5% | -$6.7K | 0.01% | 656 |
|
|
2017
Q4 | $138K | Buy |
1,942
+153
| +9% | +$10.9K | 0.01% | 601 |
|
|
2017
Q3 | $113K | Buy |
1,789
+35
| +2% | +$2.21K | 0.01% | 661 |
|
|
2017
Q2 | $109K | Sell |
1,754
-225
| -11% | -$14K | 0.01% | 665 |
|
|
2017
Q1 | $129K | Buy |
1,979
+23
| +1% | +$1.5K | 0.02% | 510 |
|
|
2016
Q4 | $117K | Hold |
1,956
| – | – | 0.02% | 529 |
|
|
2016
Q3 | $112K | Buy |
1,956
+800
| +69% | +$45.8K | 0.02% | 539 |
|
|
2016
Q2 | $64K | Sell |
1,156
-66
| -5% | -$3.65K | 0.01% | 668 |
|
|
2016
Q1 | $57K | Sell |
1,222
-39
| -3% | -$1.82K | 0.01% | 673 |
|
|
2015
Q4 | $60K | Buy |
+1,261
| New | +$60K | 0.01% | 668 |
|