D.A. Davidson & Co’s Cardlytics CDLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-15,327
| Closed | -$1.95M | – | 1215 |
|
|
2021
Q2 | $1.95M | Buy |
15,327
+4,206
| +38% | +$534K | 0.02% | 439 |
|
|
2021
Q1 | $1.22M | Sell |
11,121
-298
| -3% | -$32.7K | 0.02% | 534 |
|
|
2020
Q4 | $1.63M | Buy |
11,419
+543
| +5% | +$77.5K | 0.02% | 384 |
|
|
2020
Q3 | $768K | Buy |
10,876
+1,024
| +10% | +$72.3K | 0.01% | 519 |
|
|
2020
Q2 | $689K | Buy |
9,852
+245
| +3% | +$17.1K | 0.01% | 521 |
|
|
2020
Q1 | $336K | Sell |
9,607
-2,782
| -22% | -$97.3K | 0.01% | 697 |
|
|
2019
Q4 | $779K | Sell |
12,389
-5,400
| -30% | -$340K | 0.01% | 569 |
|
|
2019
Q3 | $596K | Buy |
+17,789
| New | +$596K | 0.01% | 619 |
|