Austin Private Wealth’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $250K | Buy |
10,026
+26
| +0.3% | +$648 | 0.02% | 256 |
|
2025
Q1 | $234K | Hold |
10,000
| – | – | 0.02% | 256 |
|
2024
Q4 | $280K | Hold |
10,000
| – | – | 0.03% | 211 |
|
2024
Q3 | $204K | Hold |
10,000
| – | – | 0.02% | 224 |
|
2024
Q2 | $295K | Hold |
10,000
| – | – | 0.03% | 180 |
|
2024
Q1 | $296K | Hold |
10,000
| – | – | 0.03% | 173 |
|
2023
Q4 | $234K | Hold |
10,000
| – | – | 0.03% | 183 |
|
2023
Q3 | $296K | Sell |
10,000
-50,000
| -83% | -$1.48M | 0.04% | 128 |
|
2023
Q2 | $2.12M | Buy |
+60,000
| New | +$2.12M | 0.31% | 37 |
|