Avion Wealth’s Cardlytics CDLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-88
Closed -$1K 1158
2023
Q4
$1K Sell
88
-88
-50% -$1K ﹤0.01% 715
2023
Q3
$2K Hold
176
﹤0.01% 461
2023
Q2
$0 Buy
+176
New ﹤0.01% 745