Carson Wealth (CWM LLC)’s Cardlytics CDLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Sell |
98
-120
| -55% | – | ﹤0.01% | 5127 |
|
|
2025
Q1 | $0 | Buy |
218
+149
| +216% | – | ﹤0.01% | 5057 |
|
|
2024
Q4 | $0 | Buy |
+69
| New | – | ﹤0.01% | 4924 |
|
|
2024
Q3 | – | Sell |
-10
| Closed | – | – | 4856 |
|
|
2024
Q2 | $0 | Buy |
10
+5
| +100% | – | ﹤0.01% | 4613 |
|
|
2024
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 4339 |
|
|
2023
Q2 | – | Sell |
-532
| Closed | -$2K | – | 4180 |
|
|
2023
Q1 | $2K | Sell |
532
-127
| -19% | -$477 | ﹤0.01% | 3618 |
|
|
2022
Q4 | $4K | Buy |
659
+164
| +33% | +$995 | ﹤0.01% | 3266 |
|
|
2022
Q3 | $5K | Buy |
495
+388
| +363% | +$3.92K | ﹤0.01% | 3041 |
|
|
2022
Q2 | $2K | Buy |
107
+72
| +206% | +$1.35K | ﹤0.01% | 3299 |
|
|
2022
Q1 | $2K | Buy |
35
+26
| +289% | +$1.49K | ﹤0.01% | 3131 |
|
|
2021
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 3243 |
|