Bogart Wealth LLC’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$623 Buy
+25
New +$623 ﹤0.01% 1289
2023
Q4
Sell
-50
Closed -$1.48K 1076
2023
Q3
$1.48K Hold
50
﹤0.01% 922
2023
Q2
$1.77K Hold
50
﹤0.01% 898
2023
Q1
$1.2K Hold
50
﹤0.01% 972
2022
Q4
$1.11K Hold
50
﹤0.01% 850
2022
Q3
$1K Hold
50
﹤0.01% 877
2022
Q2
$1K Buy
50
+10
+25% +$200 ﹤0.01% 821
2022
Q1
$2K Buy
+40
New +$2K ﹤0.01% 662