Zurich Cantonal Bank’s Cardlytics CDLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,783
| Closed | -$50.8K | – | 2860 |
|
|
2022
Q4 | $50.8K | Buy |
8,783
+4,666
| +113% | +$27K | ﹤0.01% | 2597 |
|
|
2022
Q3 | $39K | Hold |
4,117
| – | – | ﹤0.01% | 2664 |
|
|
2022
Q2 | $92K | Hold |
4,117
| – | – | ﹤0.01% | 2301 |
|
|
2022
Q1 | $226K | Hold |
4,117
| – | – | ﹤0.01% | 1811 |
|
|
2021
Q4 | $272K | Buy |
4,117
+725
| +21% | +$47.9K | ﹤0.01% | 1872 |
|
|
2021
Q3 | $285K | Hold |
3,392
| – | – | ﹤0.01% | 1675 |
|
|
2021
Q2 | $431K | Buy |
3,392
+852
| +34% | +$108K | ﹤0.01% | 1310 |
|
|
2021
Q1 | $279K | Sell |
2,540
-556
| -18% | -$61.1K | ﹤0.01% | 1586 |
|
|
2020
Q4 | $442K | Buy |
3,096
+335
| +12% | +$47.8K | ﹤0.01% | 1354 |
|
|
2020
Q3 | $195K | Hold |
2,761
| – | – | ﹤0.01% | 1604 |
|
|
2020
Q2 | $193K | Buy |
2,761
+1,362
| +97% | +$95.2K | ﹤0.01% | 1547 |
|
|
2020
Q1 | $49K | Hold |
1,399
| – | – | ﹤0.01% | 1946 |
|
|
2019
Q4 | $88K | Buy |
+1,399
| New | +$88K | ﹤0.01% | 1794 |
|