CIA
Concurrent Investment Advisors’s Cardlytics CDLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,189
| Closed | -$42.2K | – | 1053 |
|
|
2024
Q3 | $42.2K | Hold |
13,189
| – | – | ﹤0.01% | 993 |
|
|
2024
Q2 | $108K | Hold |
13,189
| – | – | ﹤0.01% | 913 |
|
|
2024
Q1 | $191K | Hold |
13,189
| – | – | 0.01% | 805 |
|
|
2023
Q4 | $121K | Buy |
+13,189
| New | +$121K | 0.01% | 802 |
|