WA
CDK
Wheatland Advisors’s CDK Global, Inc. CDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,609
| Closed | -$212K | – | 102 |
|
|
2019
Q1 | $212K | Buy |
+3,609
| New | +$212K | 0.16% | 97 |
|
|
2018
Q4 | – | Sell |
-3,675
| Closed | -$230K | – | 97 |
|
|
2018
Q3 | $230K | Hold |
3,675
| – | – | 0.17% | 94 |
|
|
2018
Q2 | $239K | Hold |
3,675
| – | – | 0.19% | 89 |
|
|
2018
Q1 | $233K | Hold |
3,675
| – | – | 0.19% | 91 |
|
|
2017
Q4 | $262K | Hold |
3,675
| – | – | 0.21% | 88 |
|
|
2017
Q3 | $232K | Sell |
3,675
-66
| -2% | -$4.17K | 0.2% | 88 |
|
|
2017
Q2 | $232K | Sell |
3,741
-199
| -5% | -$12.3K | 0.21% | 88 |
|
|
2017
Q1 | $256K | Sell |
3,940
-698
| -15% | -$45.4K | 0.23% | 88 |
|
|
2016
Q4 | $277K | Hold |
4,638
| – | – | 0.25% | 79 |
|
|
2016
Q3 | $266K | Buy |
4,638
+33
| +0.7% | +$1.89K | 0.25% | 78 |
|
|
2016
Q2 | $256K | Sell |
4,605
-166
| -3% | -$9.23K | 0.25% | 79 |
|
|
2016
Q1 | $222K | Sell |
4,771
-166
| -3% | -$7.72K | 0.23% | 82 |
|
|
2015
Q4 | $234K | Hold |
4,937
| – | – | 0.24% | 79 |
|
|
2015
Q3 | $236K | Hold |
4,937
| – | – | 0.26% | 79 |
|
|
2015
Q2 | $266K | Hold |
4,937
| – | – | 0.26% | 81 |
|
|
2015
Q1 | $231K | Sell |
4,937
-33
| -0.7% | -$1.54K | 0.23% | 79 |
|
|
2014
Q4 | $203K | Buy |
+4,970
| New | +$203K | 0.2% | 84 |
|