TrueWealth LLC’s CDK Global, Inc. CDK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$11K Sell
256
-2
-0.8% -$86 ﹤0.01% 462
2020
Q1
$8K Hold
258
﹤0.01% 489
2019
Q4
$14K Buy
258
+1
+0.4% +$54 0.01% 426
2019
Q3
$12K Hold
257
0.01% 433
2019
Q2
$13K Buy
257
+1
+0.4% +$51 0.01% 432
2019
Q1
$15K Hold
256
0.01% 407
2018
Q4
$12K Sell
256
-107
-29% -$5.02K 0.01% 419
2018
Q3
$23K Buy
363
+1
+0.3% +$63 0.01% 374
2018
Q2
$24K Hold
362
0.01% 366
2018
Q1
$23K Hold
362
0.01% 347
2017
Q4
$26K Buy
+362
New +$26K 0.01% 373