Zevenbergen Capital Investments’s Cardlytics CDLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-15,600
Closed -$348K 102
2022
Q2
$348K Hold
15,600
0.02% 81
2022
Q1
$858K Hold
15,600
0.02% 76
2021
Q4
$1.03M Hold
15,600
0.02% 80
2021
Q3
$1.31M Buy
15,600
+1,400
+10% +$117K 0.02% 72
2021
Q2
$1.8M Sell
14,200
-75
-0.5% -$9.52K 0.03% 70
2021
Q1
$1.57M Buy
14,275
+2,225
+18% +$244K 0.03% 70
2020
Q4
$1.72M Buy
12,050
+4,550
+61% +$649K 0.03% 59
2020
Q3
$529K Buy
7,500
+3,150
+72% +$222K 0.01% 78
2020
Q2
$304K Buy
+4,350
New +$304K 0.01% 79