Ropes Wealth Advisors’s Cardlytics CDLX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-135	Closed	-$19K	–	328
2020 Q4	$19K	Buy	135 +25	+23%	+$3.52K	﹤0.01%	485
2020 Q3	$8K	Hold	110	–	–	﹤0.01%	528
2020 Q2	$8K	Buy	+110	New	+$8K	﹤0.01%	461