J.P. Morgan Private Wealth Advisors’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $959K | Sell |
32,401
-28,778
| -47% | -$852K | ﹤0.01% | 991 |
|
|
2023
Q2 | $2.16M | Buy |
61,179
+42,237
| +223% | +$1.49M | 0.01% | 539 |
|
|
2023
Q1 | $456K | Sell |
18,942
-13,660
| -42% | -$329K | ﹤0.01% | 1515 |
|
|
2022
Q4 | $725K | Buy |
32,602
+21,964
| +206% | +$488K | ﹤0.01% | 1300 |
|
|
2022
Q3 | $253K | Buy |
+10,638
| New | +$253K | ﹤0.01% | 1725 |
|
|
2022
Q2 | – | Sell |
-28,059
| Closed | -$1.15M | – | 1935 |
|
|
2022
Q1 | $1.15M | Buy |
28,059
+20,311
| +262% | +$832K | ﹤0.01% | 1148 |
|
|
2021
Q4 | $591K | Buy |
+7,748
| New | +$591K | ﹤0.01% | 1484 |
|