EverSource Wealth Advisors’s Confluent CFLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2K | Buy |
769
+378
| +97% | +$9.42K | ﹤0.01% | 2319 |
|
|
2025
Q1 | $9.17K | Sell |
391
-406
| -51% | -$9.52K | ﹤0.01% | 2155 |
|
|
2024
Q4 | $22.3K | Buy |
797
+515
| +183% | +$14.4K | ﹤0.01% | 1564 |
|
|
2024
Q3 | $5.75K | Buy |
282
+249
| +755% | +$5.08K | ﹤0.01% | 2173 |
|
|
2024
Q2 | $825 | Buy |
33
+12
| +57% | +$300 | ﹤0.01% | 2778 |
|
|
2024
Q1 | $591 | Buy |
21
+6
| +40% | +$169 | ﹤0.01% | 2676 |
|
|
2023
Q4 | $351 | Hold |
15
| – | – | ﹤0.01% | 2568 |
|
|
2023
Q3 | $444 | Hold |
15
| – | – | ﹤0.01% | 2401 |
|
|
2023
Q2 | $530 | Buy |
+15
| New | +$530 | ﹤0.01% | 2344 |
|