Crewe Advisors’s Cardlytics CDLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-42
Closed -$243 848
2022
Q4
$243 Sell
42
-76
-64% -$440 ﹤0.01% 987
2022
Q3
$1K Hold
118
﹤0.01% 1119
2022
Q2
$3K Buy
+118
New +$3K ﹤0.01% 875