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WealthPLAN Partners’s Cardlytics CDLX Stock Holding History

WealthPLAN Partners’s Portfolio CDLX Stock Details CDLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-300
Closed -$240K – 320
2020
Q2 		$240K Buy
+300
New +$173K 0.02% 272
2020
Q1 		– Sell
-300
Closed -$281K – 259
2019
Q4 		$281K Buy
+300
New +$147K 0.03% 210

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