Cherrydale Wealth Management’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-31,332
Closed -$1.28M 36
2022
Q1
$1.28M Hold
31,332
0.94% 12
2021
Q4
$2.39M Buy
+31,332
New +$2.39M 1.79% 10