Greenwich Wealth Management’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,670
| Closed | -$634K | – | 244 |
|
|
2024
Q4 | $634K | Sell |
22,670
-29,527
| -57% | -$826K | 0.04% | 146 |
|
|
2024
Q3 | $1.06M | Sell |
52,197
-5,389
| -9% | -$110K | 0.07% | 118 |
|
|
2024
Q2 | $1.7M | Buy |
57,586
+189
| +0.3% | +$5.58K | 0.12% | 83 |
|
|
2024
Q1 | $1.75M | Sell |
57,397
-13,910
| -20% | -$425K | 0.14% | 85 |
|
|
2023
Q4 | $1.67M | Buy |
71,307
+26,073
| +58% | +$610K | 0.16% | 78 |
|
|
2023
Q3 | $1.34M | Hold |
45,234
| – | – | 0.14% | 85 |
|
|
2023
Q2 | $1.6M | Sell |
45,234
-9,837
| -18% | -$347K | 0.17% | 81 |
|
|
2023
Q1 | $1.33M | Hold |
55,071
| – | – | 0.14% | 92 |
|
|
2022
Q4 | $1.23M | Hold |
55,071
| – | – | 0.13% | 93 |
|
|
2022
Q3 | $1.31M | Hold |
55,071
| – | – | 0.14% | 92 |
|
|
2022
Q2 | $1.28M | Hold |
55,071
| – | – | 0.17% | 93 |
|
|
2022
Q1 | $2.26M | Sell |
55,071
-2,800
| -5% | -$115K | 0.23% | 67 |
|
|
2021
Q4 | $4.41M | Buy |
+57,871
| New | +$4.41M | 0.36% | 32 |
|