Crewe Advisors’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6
Closed -$141 945
2023
Q4
$141 Buy
6
+2
+50% +$47 ﹤0.01% 392
2023
Q3
$119 Hold
4
﹤0.01% 543
2023
Q2
$142 Sell
4
-162
-98% -$5.75K ﹤0.01% 778
2023
Q1
$4K Hold
166
﹤0.01% 660
2022
Q4
$3.69K Hold
166
﹤0.01% 734
2022
Q3
$4K Hold
166
﹤0.01% 882
2022
Q2
$4K Buy
+166
New +$4K ﹤0.01% 800