Capital Investment Advisors’s Cardlytics CDLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,550
| Closed | -$415K | – | 565 |
|
|
2022
Q1 | $415K | Hold |
7,550
| – | – | 0.01% | 394 |
|
|
2021
Q4 | $499K | Hold |
7,550
| – | – | 0.02% | 375 |
|
|
2021
Q3 | $634K | Hold |
7,550
| – | – | 0.02% | 334 |
|
|
2021
Q2 | $958K | Hold |
7,550
| – | – | 0.03% | 278 |
|
|
2021
Q1 | $828K | Hold |
7,550
| – | – | 0.03% | 285 |
|
|
2020
Q4 | $1.08M | Hold |
7,550
| – | – | 0.05% | 231 |
|
|
2020
Q3 | $533K | Hold |
7,550
| – | – | 0.03% | 308 |
|
|
2020
Q2 | $528K | Hold |
7,550
| – | – | 0.03% | 304 |
|
|
2020
Q1 | $264K | Hold |
7,550
| – | – | 0.02% | 368 |
|
|
2019
Q4 | $475K | Hold |
7,550
| – | – | 0.02% | 327 |
|
|
2019
Q3 | $253K | Buy |
+7,550
| New | +$253K | 0.01% | 423 |
|