AE Wealth Management’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-21,676
| Closed | -$487K | – | 1281 |
|
|
2023
Q4 | $487K | Buy |
+21,676
| New | +$487K | ﹤0.01% | 1448 |
|
|
2023
Q1 | – | Sell |
-26,466
| Closed | -$589K | – | 1886 |
|
|
2022
Q4 | $589K | Buy |
+26,466
| New | +$589K | ﹤0.01% | 1220 |
|
|
2022
Q1 | – | Sell |
-9,557
| Closed | -$729K | – | 1683 |
|
|
2021
Q4 | $729K | Buy |
+9,557
| New | +$729K | 0.01% | 1088 |
|