Axxcess Wealth Management’s Concentrix CNXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,288
| Closed | -$218K | – | 865 |
|
|
2024
Q1 | $218K | Hold |
3,288
| – | – | 0.01% | 790 |
|
|
2023
Q4 | $323K | Hold |
3,288
| – | – | 0.01% | 623 |
|
|
2023
Q3 | $263K | Buy |
+3,288
| New | +$263K | 0.01% | 632 |
|
|
2023
Q2 | – | Sell |
-3,288
| Closed | -$400K | – | 613 |
|
|
2023
Q1 | $400K | Hold |
3,288
| – | – | 0.03% | 417 |
|
|
2022
Q4 | $438K | Buy |
+3,288
| New | +$438K | 0.04% | 385 |
|