Lumbard & Kellner’s Cardlytics CDLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,547
| Closed | -$359K | – | 82 |
|
|
2022
Q1 | $359K | Sell |
6,547
-1,266
| -16% | -$69.4K | 0.14% | 70 |
|
|
2021
Q4 | $516K | Buy |
7,813
+61
| +0.8% | +$4.03K | 0.19% | 66 |
|
|
2021
Q3 | $651K | Buy |
7,752
+1,562
| +25% | +$131K | 0.26% | 63 |
|
|
2021
Q2 | $786K | Sell |
6,190
-609
| -9% | -$77.3K | 0.3% | 58 |
|
|
2021
Q1 | $746K | Sell |
6,799
-1,775
| -21% | -$195K | 0.26% | 60 |
|
|
2020
Q4 | $1.22M | Buy |
+8,574
| New | +$1.22M | 0.48% | 52 |
|