Tilia Fiduciary Partners’s Cardlytics CDLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-18
| Closed | -$114 | – | 153 |
|
|
2023
Q2 | $114 | Hold |
18
| – | – | ﹤0.01% | 520 |
|
|
2023
Q1 | $61 | Hold |
18
| – | – | ﹤0.01% | 509 |
|
|
2022
Q4 | $104 | Sell |
18
-40
| -69% | -$231 | ﹤0.01% | 501 |
|
|
2022
Q3 | $0 | Sell |
58
-135
| -70% | – | ﹤0.01% | 515 |
|
|
2022
Q2 | $3K | Sell |
193
-25
| -11% | -$389 | ﹤0.01% | 467 |
|
|
2022
Q1 | $12K | Sell |
218
-45
| -17% | -$2.48K | 0.01% | 384 |
|
|
2021
Q4 | $17K | Buy |
+263
| New | +$17K | 0.01% | 357 |
|