J.P. Morgan Private Wealth Advisors’s Cardlytics CDLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-48,107
| Closed | -$452K | – | 1935 |
|
|
2022
Q3 | $452K | Sell |
48,107
-1,776
| -4% | -$16.7K | ﹤0.01% | 1504 |
|
|
2022
Q2 | $1.11M | Sell |
49,883
-6,532
| -12% | -$146K | ﹤0.01% | 1090 |
|
|
2022
Q1 | $3.1M | Sell |
56,415
-5,000
| -8% | -$275K | 0.01% | 759 |
|
|
2021
Q4 | $4.06M | Hold |
61,415
| – | – | 0.01% | 664 |
|
|
2021
Q3 | $5.16M | Sell |
61,415
-10,032
| -14% | -$842K | 0.01% | 588 |
|
|
2021
Q2 | $9.07M | Buy |
+71,447
| New | +$9.07M | 0.02% | 440 |
|