WealthPLAN Partners’s Cardlytics CDLX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-3,000	Closed	-$240K	–	315
2020 Q2	$240K	Buy	+3,000	New	+$240K	0.02%	271
2020 Q1	–	Sell	-3,000	Closed	-$281K	–	257
2019 Q4	$281K	Buy	+3,000	New	+$281K	0.03%	210