Shikiar Asset Management’s Cardlytics CDLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,175
| Closed | -$33K | – | 77 |
|
|
2024
Q3 | $33K | Sell |
10,175
-18,550
| -65% | -$60.2K | 0.01% | 74 |
|
|
2024
Q2 | $236K | Sell |
28,725
-11,450
| -29% | -$94.1K | 0.06% | 64 |
|
|
2024
Q1 | $582K | Buy |
40,175
+10,675
| +36% | +$155K | 0.17% | 51 |
|
|
2023
Q4 | $272K | Buy |
29,500
+14,500
| +97% | +$134K | 0.08% | 63 |
|
|
2023
Q3 | $247K | Buy |
+15,000
| New | +$247K | 0.09% | 68 |
|
|
2018
Q4 | – | Sell |
-18,500
| Closed | -$463K | – | 79 |
|
|
2018
Q3 | $463K | Buy |
+18,500
| New | +$463K | 0.18% | 61 |
|