CreativeOne Wealth’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,004
| Closed | -$389K | – | 621 |
|
|
2023
Q2 | $389K | Sell |
11,004
-4,850
| -31% | -$171K | 0.02% | 568 |
|
|
2023
Q1 | $382K | Buy |
15,854
+4,701
| +42% | +$113K | 0.02% | 543 |
|
|
2022
Q4 | $248K | Buy |
11,153
+688
| +7% | +$15.3K | 0.01% | 640 |
|
|
2022
Q3 | $249K | Sell |
10,465
-2,428
| -19% | -$57.8K | 0.02% | 604 |
|
|
2022
Q2 | $300K | Buy |
12,893
+1,284
| +11% | +$29.9K | 0.02% | 560 |
|
|
2022
Q1 | $476K | Buy |
+11,609
| New | +$476K | 0.02% | 439 |
|