Private Wealth Management Group’s Concentrix CNXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.17K Hold
60
﹤0.01% 939
2025
Q1
$3.34K Buy
60
+23
+62% +$1.28K ﹤0.01% 881
2024
Q4
$1.6K Sell
37
-62
-63% -$2.68K ﹤0.01% 1165
2024
Q3
$5.07K Hold
99
﹤0.01% 733
2024
Q2
$6.27K Buy
+99
New +$6.27K ﹤0.01% 620
2024
Q1
Sell
-29
Closed -$2.85K 1516
2023
Q4
$2.85K Buy
+29
New +$2.85K ﹤0.01% 823