Glassman Wealth Services’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-7
Closed -$207 1988
2023
Q3
$207 Sell
7
-3
-30% -$89 ﹤0.01% 1882
2023
Q2
$353 Hold
10
﹤0.01% 1703
2023
Q1
$241 Sell
10
-19
-66% -$458 ﹤0.01% 1755
2022
Q4
$645 Buy
29
+26
+867% +$578 ﹤0.01% 1561
2022
Q3
$0 Hold
3
﹤0.01% 1694
2022
Q2
$0 Buy
+3
New ﹤0.01% 1704