Capasso Planning Partners’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-24,982
| Closed | -$763K | – | 145 |
|
|
2024
Q1 | $763K | Hold |
24,982
| – | – | 0.32% | 46 |
|
|
2023
Q4 | $570K | Hold |
24,982
| – | – | 0.27% | 54 |
|
|
2023
Q3 | $570K | Hold |
24,982
| – | – | 0.31% | 46 |
|
|
2023
Q2 | $570K | Hold |
24,982
| – | – | 0.31% | 50 |
|
|
2023
Q1 | $602K | Hold |
24,982
| – | – | 0.35% | 48 |
|
|
2022
Q4 | $556K | Hold |
24,982
| – | – | 0.35% | 49 |
|
|
2022
Q3 | $594K | Hold |
24,982
| – | – | 0.41% | 47 |
|
|
2022
Q2 | $581K | Hold |
24,982
| – | – | 0.41% | 41 |
|
|
2022
Q1 | $1.02M | Hold |
24,982
| – | – | 0.72% | 34 |
|
|
2021
Q4 | $1.63M | Buy |
+24,982
| New | +$1.63M | 1.19% | 18 |
|