Cerity Partners
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Cerity Partners’s Cardlytics CDLX Stock Holding History

Cerity Partners’s Portfolio CDLX Stock Details CDLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,700
Closed -$216K – 692
2021
Q2 		$216K Sell
1,700
-200
-11% -$25.4K ﹤0.01% 662
2021
Q1 		$208K Sell
1,900
-400
-17% -$43.8K ﹤0.01% 652
2020
Q4 		$328K Buy
+2,300
New +$328K 0.01% 496