Atria Wealth Solutions’s Confluent CFLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-22,497
| Closed | -$666K | – | 1925 |
|
|
2023
Q3 | $666K | Hold |
22,497
| – | – | 0.01% | 997 |
|
|
2023
Q2 | $794K | Hold |
22,497
| – | – | 0.01% | 944 |
|
|
2023
Q1 | $542K | Sell |
22,497
-8
| -0% | -$193 | 0.01% | 1079 |
|
|
2022
Q4 | $501K | Hold |
22,505
| – | – | 0.01% | 1074 |
|
|
2022
Q3 | $535K | Sell |
22,505
-774
| -3% | -$18.4K | 0.01% | 979 |
|
|
2022
Q2 | $541K | Buy |
23,279
+286
| +1% | +$6.65K | 0.01% | 904 |
|
|
2022
Q1 | $943K | Buy |
+22,993
| New | +$943K | 0.02% | 762 |
|