9258 Wealth Management’s Concentrix CNXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,641
| Closed | -$219K | – | 323 |
|
|
2022
Q4 | $219K | Buy |
+1,641
| New | +$219K | 0.05% | 294 |
|
|
2022
Q3 | – | Sell |
-1,683
| Closed | -$228K | – | 326 |
|
|
2022
Q2 | $228K | Sell |
1,683
-52
| -3% | -$7.05K | 0.06% | 296 |
|
|
2022
Q1 | $289K | Sell |
1,735
-20
| -1% | -$3.33K | 0.07% | 286 |
|
|
2021
Q4 | $314K | Sell |
1,755
-1
| -0.1% | -$179 | 0.07% | 277 |
|
|
2021
Q3 | $311K | Hold |
1,756
| – | – | 0.08% | 251 |
|
|
2021
Q2 | $282K | Sell |
1,756
-129
| -7% | -$20.7K | 0.08% | 274 |
|
|
2021
Q1 | $282K | Buy |
+1,885
| New | +$282K | 0.08% | 255 |
|