Nisa Investment Advisors’s Cardlytics CDLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $421 | Sell |
256
-206
| -45% | -$339 | ﹤0.01% | 2897 |
|
2025
Q1 | $841 | Sell |
462
-113
| -20% | -$206 | ﹤0.01% | 2680 |
|
2024
Q4 | $2.13K | Buy |
575
+197
| +52% | +$731 | ﹤0.01% | 2469 |
|
2024
Q3 | $1.21K | Buy |
378
+7
| +2% | +$22 | ﹤0.01% | 2529 |
|
2024
Q2 | $3.05K | Buy |
371
+23
| +7% | +$189 | ﹤0.01% | 2329 |
|
2024
Q1 | $5.04K | Buy |
348
+44
| +14% | +$638 | ﹤0.01% | 2117 |
|
2023
Q4 | $2.8K | Sell |
304
-624
| -67% | -$5.75K | ﹤0.01% | 2164 |
|
2023
Q3 | $15.3K | Buy |
928
+624
| +205% | +$10.3K | ﹤0.01% | 2083 |
|
2023
Q2 | $1.92K | Hold |
304
| – | – | ﹤0.01% | 2371 |
|
2023
Q1 | $1K | Sell |
304
-33,093
| -99% | -$109K | ﹤0.01% | 2359 |
|
2022
Q4 | $193K | Buy |
33,397
+33,093
| +10,886% | +$191K | ﹤0.01% | 1378 |
|
2022
Q3 | $3K | Sell |
304
-1,300
| -81% | -$12.8K | ﹤0.01% | 2336 |
|
2022
Q2 | $36K | Sell |
1,604
-2,196
| -58% | -$49.3K | ﹤0.01% | 1848 |
|
2022
Q1 | $209K | Buy |
3,800
+2,800
| +280% | +$154K | ﹤0.01% | 1360 |
|
2021
Q4 | $67K | Sell |
1,000
-90
| -8% | -$6.03K | ﹤0.01% | 1648 |
|
2021
Q3 | $91 | Hold |
1,090
| – | – | ﹤0.01% | 1743 |
|
2021
Q2 | $138 | Hold |
1,090
| – | – | ﹤0.01% | 1553 |
|
2021
Q1 | $120 | Hold |
1,090
| – | – | ﹤0.01% | 1672 |
|
2020
Q4 | $156K | Buy |
1,090
+100
| +10% | +$14.3K | ﹤0.01% | 1574 |
|
2020
Q3 | $70K | Buy |
990
+700
| +241% | +$49.5K | ﹤0.01% | 1660 |
|
2020
Q2 | $20K | Buy |
+290
| New | +$20K | ﹤0.01% | 1774 |
|