Commonwealth Equity Services’s Cardlytics CDLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,970
| Closed | -$333K | – | 3658 |
|
|
2021
Q3 | $333K | Sell |
3,970
-503
| -11% | -$42.2K | ﹤0.01% | 2811 |
|
|
2021
Q2 | $567K | Sell |
4,473
-451
| -9% | -$57.2K | ﹤0.01% | 2363 |
|
|
2021
Q1 | $540K | Sell |
4,924
-670
| -12% | -$73.5K | ﹤0.01% | 2273 |
|
|
2020
Q4 | $798K | Sell |
5,594
-104
| -2% | -$14.8K | ﹤0.01% | 1807 |
|
|
2020
Q3 | $402K | Sell |
5,698
-226
| -4% | -$15.9K | ﹤0.01% | 2125 |
|
|
2020
Q2 | $414K | Buy |
+5,924
| New | +$414K | ﹤0.01% | 2036 |
|
|
2020
Q1 | – | Sell |
-3,386
| Closed | -$212K | – | 2835 |
|
|
2019
Q4 | $212K | Buy |
+3,386
| New | +$212K | ﹤0.01% | 2575 |
|