CIBC Private Wealth Group’s Cardlytics CDLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,700
| Closed | -$11.8K | – | 3013 |
|
|
2024
Q3 | $11.8K | Hold |
3,700
| – | – | ﹤0.01% | 2354 |
|
|
2024
Q2 | $30.4K | Hold |
3,700
| – | – | ﹤0.01% | 1870 |
|
|
2024
Q1 | $53.5K | Buy |
+3,700
| New | +$53.5K | ﹤0.01% | 1645 |
|
|
2022
Q3 | – | Sell |
-19,183
| Closed | -$428K | – | 949 |
|
|
2022
Q2 | $428K | Sell |
19,183
-43,854
| -70% | -$978K | ﹤0.01% | 733 |
|
|
2022
Q1 | $3.47M | Hold |
63,037
| – | – | 0.01% | 444 |
|
|
2021
Q4 | $4.17M | Buy |
+63,037
| New | +$4.17M | 0.01% | 427 |
|
|
2019
Q4 | – | Sell |
-33,905
| Closed | -$1.14M | – | 898 |
|
|
2019
Q3 | $1.14M | Sell |
33,905
-3,840
| -10% | -$129K | ﹤0.01% | 551 |
|
|
2019
Q2 | $981K | Hold |
37,745
| – | – | ﹤0.01% | 585 |
|
|
2019
Q1 | $624K | Buy |
37,745
+2,375
| +7% | +$39.3K | ﹤0.01% | 678 |
|
|
2018
Q4 | $383K | Buy |
+35,370
| New | +$383K | ﹤0.01% | 732 |
|