Cassady Schiller 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
Q4 | $13.5K | Hold |
312
| – | – | 0.01% | 318 |
|
|
2024
Q3 | $16K | Hold |
312
| – | – | 0.01% | 291 |
|
|
2024
Q2 | $19.7K | Sell |
312
-40
| -11% | -$2.53K | 0.01% | 272 |
|
|
2024
Q1 | $23.3K | Sell |
352
-40
| -10% | -$2.65K | 0.01% | 274 |
|
|
2023
Q4 | $38.5K | Hold |
392
| – | – | 0.02% | 219 |
|
|
2023
Q3 | $31.4K | Hold |
392
| – | – | 0.02% | 231 |
|
|
2023
Q2 | $31.7K | Hold |
392
| – | – | 0.02% | 238 |
|
|
2023
Q1 | $47.6K | Hold |
392
| – | – | 0.02% | 204 |
|
|
2022
Q4 | $52.2K | Buy |
+392
| New | +$52.2K | 0.03% | 192 |
|
|
2022
Q1 | – | Sell |
-592
| Closed | -$106K | – | 202 |
|
|
2021
Q4 | $106K | Buy |
+592
| New | +$106K | 0.06% | 128 |
|