Kestra Advisory Services’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,311
| Closed | -$216K | – | 2570 |
|
|
2024
Q2 | $216K | Buy |
7,311
+385
| +6% | +$11.4K | ﹤0.01% | 2349 |
|
|
2024
Q1 | $211K | Sell |
6,926
-1,713
| -20% | -$52.3K | ﹤0.01% | 2242 |
|
|
2023
Q4 | $202K | Sell |
8,639
-2,117
| -20% | -$49.5K | ﹤0.01% | 2101 |
|
|
2023
Q3 | $318K | Sell |
10,756
-322
| -3% | -$9.53K | ﹤0.01% | 1621 |
|
|
2023
Q2 | $391K | Buy |
+11,078
| New | +$391K | ﹤0.01% | 1443 |
|