JFS Wealth Advisors’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250 | Hold |
10
| – | – | ﹤0.01% | 1771 |
|
|
2025
Q1 | $235 | Hold |
10
| – | – | ﹤0.01% | 1830 |
|
|
2024
Q4 | $280 | Hold |
10
| – | – | ﹤0.01% | 1832 |
|
|
2024
Q3 | $204 | Hold |
10
| – | – | ﹤0.01% | 1866 |
|
|
2024
Q2 | $296 | Hold |
10
| – | – | ﹤0.01% | 1869 |
|
|
2024
Q1 | $306 | Sell |
10
-5
| -33% | -$153 | ﹤0.01% | 1856 |
|
|
2023
Q4 | $351 | Sell |
15
-5
| -25% | -$117 | ﹤0.01% | 1848 |
|
|
2023
Q3 | $593 | Buy |
+20
| New | +$593 | ﹤0.01% | 1715 |
|