Private Wealth Management Group’s Cardlytics CDLX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-440	Closed	-$6.38K	–	1519
2024 Q1	$6.38K	Hold	440	–	–	﹤0.01%	547
2023 Q4	$4.05K	Buy	+440	New	+$4.05K	﹤0.01%	702