Integrated Wealth Management’s CDK Global, Inc. CDK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$261K Buy
2016
Q4
$240K Hold
2016
Q3
$230K Buy
2016
Q2
Sell
2016
Q1
$194K Hold
2015
Q4
$198K Hold
2015
Q3
$199K Buy
2015
Q2
$223K Buy