TCI Wealth Advisors’s Cardlytics CDLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-71
| Closed | -$1K | – | 2513 |
|
|
2022
Q3 | $1K | Buy |
+71
| New | +$1K | ﹤0.01% | 2049 |
|
|
2022
Q1 | – | Sell |
-151
| Closed | -$10K | – | 2251 |
|
|
2021
Q4 | $10K | Buy |
151
+58
| +62% | +$3.84K | ﹤0.01% | 1145 |
|
|
2021
Q3 | $8K | Buy |
93
+45
| +94% | +$3.87K | ﹤0.01% | 1216 |
|
|
2021
Q2 | $6K | Sell |
48
-5
| -9% | -$625 | ﹤0.01% | 1268 |
|
|
2021
Q1 | $6K | Buy |
+53
| New | +$6K | ﹤0.01% | 1108 |
|
|
2019
Q4 | – | Sell |
-24
| Closed | -$1K | – | 1538 |
|
|
2019
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 1235 |
|
|
2019
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1153 |
|