CAPTRUST Financial Advisors’s Cardlytics CDLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-210
| Closed | -$5K | – | 2383 |
|
|
2022
Q2 | $5K | Buy |
210
+24
| +13% | +$571 | ﹤0.01% | 4066 |
|
|
2022
Q1 | $10K | Sell |
186
-104
| -36% | -$5.59K | ﹤0.01% | 3791 |
|
|
2021
Q4 | $19K | Buy |
290
+73
| +34% | +$4.78K | ﹤0.01% | 3301 |
|
|
2021
Q3 | $18K | Sell |
217
-63
| -23% | -$5.23K | ﹤0.01% | 3219 |
|
|
2021
Q2 | $36K | Sell |
280
-317
| -53% | -$40.8K | ﹤0.01% | 2715 |
|
|
2021
Q1 | $65K | Sell |
597
-295
| -33% | -$32.1K | ﹤0.01% | 2249 |
|
|
2020
Q4 | $127K | Buy |
892
+56
| +7% | +$7.97K | ﹤0.01% | 1392 |
|
|
2020
Q3 | $60K | Buy |
836
+31
| +4% | +$2.23K | ﹤0.01% | 1563 |
|
|
2020
Q2 | $54K | Buy |
+805
| New | +$54K | ﹤0.01% | 1595 |
|