HM Payson & Co’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-196
Closed -$4K 1051
2024
Q3
$4K Buy
+196
New +$4K ﹤0.01% 914
2022
Q1
Sell
-604
Closed -$46K 1064
2021
Q4
$46K Buy
+604
New +$46K ﹤0.01% 618