Clearstead Advisors’s Concentrix CNXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69K | Buy |
1,305
+193
| +17% | +$10.2K | ﹤0.01% | 1175 |
|
|
2025
Q1 | $61.9K | Buy |
+1,112
| New | +$61.9K | ﹤0.01% | 1112 |
|
|
2024
Q1 | – | Sell |
-64
| Closed | -$6.29K | – | 1557 |
|
|
2023
Q4 | $6.29K | Buy |
+64
| New | +$6.29K | ﹤0.01% | 1128 |
|
|
2023
Q3 | – | Sell |
-30
| Closed | -$2.42K | – | 1529 |
|
|
2023
Q2 | $2.42K | Hold |
30
| – | – | ﹤0.01% | 1117 |
|
|
2023
Q1 | $3.65K | Hold |
30
| – | – | ﹤0.01% | 1056 |
|
|
2022
Q4 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 1005 |
|