CVA Family Office’s Cardlytics CDLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-500
| Closed | -$4.11K | – | 1286 |
|
|
2024
Q2 | $4.11K | Hold |
500
| – | – | ﹤0.01% | 853 |
|
|
2024
Q1 | $7.25K | Hold |
500
| – | – | ﹤0.01% | 795 |
|
|
2023
Q4 | $4.61K | Buy |
+500
| New | +$4.61K | ﹤0.01% | 829 |
|
|
2023
Q3 | – | Sell |
-500
| Closed | -$3.16K | – | 345 |
|
|
2023
Q2 | $3.16K | Hold |
500
| – | – | ﹤0.01% | 851 |
|
|
2023
Q1 | $1.7K | Hold |
500
| – | – | ﹤0.01% | 869 |
|
|
2022
Q4 | $2.89K | Hold |
500
| – | – | ﹤0.01% | 790 |
|
|
2022
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 714 |
|
|
2022
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 625 |
|
|
2022
Q1 | $27K | Hold |
500
| – | – | 0.01% | 505 |
|
|
2021
Q4 | $33K | Buy |
+500
| New | +$33K | 0.01% | 432 |
|
|
2021
Q3 | – | Sell |
-500
| Closed | -$63K | – | 445 |
|
|
2021
Q2 | $63K | Hold |
500
| – | – | 0.02% | 326 |
|
|
2021
Q1 | $55K | Hold |
500
| – | – | 0.02% | 268 |
|
|
2020
Q4 | $71K | Buy |
+500
| New | +$71K | 0.04% | 158 |
|