SWA
Sax Wealth Advisors’s Confluent CFLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Buy |
38,068
+7
| +0% | +$175 | 0.06% | 180 |
|
|
2025
Q1 | $892K | Sell |
38,061
-8,948
| -19% | -$210K | 0.06% | 154 |
|
|
2024
Q4 | $1.31M | Sell |
47,009
-772
| -2% | -$21.6K | 0.1% | 98 |
|
|
2024
Q3 | $974K | Sell |
47,781
-4,186
| -8% | -$85.3K | 0.09% | 93 |
|
|
2024
Q2 | $1.53M | Buy |
+51,967
| New | +$1.53M | 0.15% | 69 |
|