Corient Private Wealth
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Corient Private Wealth’s Confluent CFLT Stock Holding History

Corient Private Wealth’s Portfolio CFLT Stock Details CFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-17,192
Closed -$402K – 2284
2023
Q4 		$402K Buy
17,192
+4,024
+31% +$94.2K ﹤0.01% 1722
2023
Q3 		$390K Buy
13,168
+1,879
+17% +$55.6K ﹤0.01% 1618
2023
Q2 		$399K Buy
+11,289
New +$399K ﹤0.01% 1558