AWCI
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Alpine Woods Capital Investors’s Confluent CFLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-22,500
Closed -$664K 172
2024
Q2
$664K Buy
22,500
+2,500
+13% +$73.8K 0.1% 130
2024
Q1
$562K Buy
+20,000
New +$562K 0.11% 131