BWA
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Bordeaux Wealth Advisors’s Confluent CFLT Stock Holding History

Bordeaux Wealth Advisors’s Portfolio CFLT Stock Details CFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-34,237
Closed -$824K – 104
2023
Q1 		$824K Hold
34,237
– – 0.42% 37
2022
Q4 		$761K Hold
34,237
– – 0.42% 36
2022
Q3 		$814K Hold
34,237
– – 0.51% 35
2022
Q2 		$796K Buy
+34,237
New +$796K 0.55% 33