Elevation Wealth Partners’s Concentrix CNXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50K | Sell |
946
-211
| -18% | -$11.2K | 0.02% | 236 |
|
|
2025
Q1 | $64.4K | Sell |
1,157
-471
| -29% | -$26.2K | 0.03% | 205 |
|
|
2024
Q4 | $70.4K | Sell |
1,628
-607
| -27% | -$26.3K | 0.03% | 201 |
|
|
2024
Q3 | $115K | Hold |
2,235
| – | – | 0.05% | 153 |
|
|
2024
Q2 | $141K | Hold |
2,235
| – | – | 0.07% | 136 |
|
|
2024
Q1 | $148K | Hold |
2,235
| – | – | 0.07% | 128 |
|
|
2023
Q4 | $179K | Hold |
2,235
| – | – | 0.11% | 111 |
|
|
2023
Q3 | $179K | Hold |
2,235
| – | – | 0.15% | 68 |
|
|
2023
Q2 | $180K | Hold |
2,235
| – | – | 0.15% | 69 |
|
|
2023
Q1 | $272K | Buy |
+2,235
| New | +$272K | 0.25% | 50 |
|