JFS Wealth Advisors’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$250 Hold
2025
Q1
$235 Hold
2024
Q4
$280 Hold
2024
Q3
$204 Hold
2024
Q2
$296 Hold
2024
Q1
$306 Sell
2023
Q4
$351 Sell
2023
Q3
$593 Buy