FWM
Focused Wealth Management’s Confluent CFLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,445
| Closed | -$128K | – | 186 |
|
|
2025
Q1 | $128K | Buy |
+5,445
| New | +$128K | 0.02% | 164 |
|
|
2024
Q1 | – | Sell |
-3,925
| Closed | -$91.8K | – | 291 |
|
|
2023
Q4 | $91.8K | Buy |
3,925
+2,200
| +128% | +$51.5K | 0.02% | 211 |
|
|
2023
Q3 | $51.1K | Hold |
1,725
| – | – | 0.01% | 287 |
|
|
2023
Q2 | $60.9K | Hold |
1,725
| – | – | 0.01% | 277 |
|
|
2023
Q1 | $41.5K | Hold |
1,725
| – | – | 0.01% | 333 |
|
|
2022
Q4 | $38.4K | Hold |
1,725
| – | – | 0.01% | 335 |
|
|
2022
Q3 | $41K | Hold |
1,725
| – | – | 0.01% | 303 |
|
|
2022
Q2 | $40K | Buy |
1,725
+870
| +102% | +$20.2K | 0.01% | 309 |
|
|
2022
Q1 | $35K | Buy |
+855
| New | +$35K | 0.01% | 345 |
|