WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,344
| Closed | -$87K | – | 1698 |
|
|
2017
Q1 | $87K | Buy |
1,344
+1
| +0.1% | +$65 | 0.02% | 515 |
|
|
2016
Q4 | $80K | Sell |
1,343
-461
| -26% | -$27.5K | 0.02% | 594 |
|
|
2016
Q3 | $103K | Buy |
1,804
+1
| +0.1% | +$57 | 0.03% | 511 |
|
|
2016
Q2 | $100K | Buy |
1,803
+15
| +0.8% | +$832 | 0.03% | 495 |
|
|
2016
Q1 | $83K | Buy |
1,788
+2
| +0.1% | +$93 | 0.02% | 526 |
|
|
2015
Q4 | $85K | Sell |
1,786
-40
| -2% | -$1.9K | 0.03% | 514 |
|
|
2015
Q3 | $87K | Sell |
1,826
-179
| -9% | -$8.53K | 0.03% | 485 |
|
|
2015
Q2 | $108K | Sell |
2,005
-57
| -3% | -$3.07K | 0.03% | 511 |
|
|
2015
Q1 | $96K | Sell |
2,062
-1,108
| -35% | -$51.6K | 0.03% | 546 |
|
|
2014
Q4 | $129K | Buy |
+3,170
| New | +$129K | 0.03% | 562 |
|