CWM
Cedar Wealth Management’s Confluent CFLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,367
| Closed | -$458K | – | 197 |
|
|
2024
Q4 | $458K | Hold |
16,367
| – | – | 0.17% | 49 |
|
|
2024
Q3 | $334K | Sell |
16,367
-814
| -5% | -$16.6K | 0.1% | 83 |
|
|
2024
Q2 | $507K | Buy |
17,181
+50
| +0.3% | +$1.48K | 0.16% | 73 |
|
|
2024
Q1 | $523K | Buy |
17,131
+5,049
| +42% | +$154K | 0.17% | 68 |
|
|
2023
Q4 | $283K | Buy |
+12,082
| New | +$283K | 0.1% | 88 |
|
|
2023
Q2 | – | Sell |
-12,552
| Closed | -$302K | – | 302 |
|
|
2023
Q1 | $302K | Buy |
+12,552
| New | +$302K | 0.12% | 78 |
|
|
2022
Q3 | – | Sell |
-24,502
| Closed | -$569K | – | 337 |
|
|
2022
Q2 | $569K | Buy |
+24,502
| New | +$569K | 0.26% | 58 |
|