YorkBridge Wealth Partners’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
Q3 | – | Sell |
-1,101
| Closed | -$54K | – | 711 |
|
|
2019
Q2 | $54K | Hold |
1,101
| – | – | 0.02% | 361 |
|
|
2019
Q1 | $65K | Hold |
1,101
| – | – | 0.03% | 337 |
|
|
2018
Q4 | $53K | Hold |
1,101
| – | – | 0.03% | 328 |
|
|
2018
Q3 | $69K | Hold |
1,101
| – | – | 0.03% | 325 |
|
|
2018
Q2 | $72K | Hold |
1,101
| – | – | 0.03% | 327 |
|
|
2018
Q1 | $71K | Hold |
1,101
| – | – | 0.03% | 332 |
|
|
2017
Q4 | $75K | Hold |
1,101
| – | – | 0.04% | 328 |
|
|
2017
Q3 | $69K | Sell |
1,101
-2
| -0.2% | -$125 | 0.04% | 338 |
|
|
2017
Q2 | $68K | Sell |
1,103
-100
| -8% | -$6.17K | 0.04% | 333 |
|
|
2017
Q1 | $76K | Buy |
1,203
+100
| +9% | +$6.32K | 0.04% | 319 |
|
|
2016
Q4 | $65K | Buy |
+1,103
| New | +$65K | 0.04% | 324 |
|