Sigma Planning Corp’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-13,639
| Closed | -$278K | – | 1174 |
|
2024
Q3 | $278K | Sell |
13,639
-757
| -5% | -$15.4K | 0.01% | 987 |
|
2024
Q2 | $425K | Buy |
14,396
+75
| +0.5% | +$2.22K | 0.01% | 795 |
|
2024
Q1 | $437K | Buy |
14,321
+1,776
| +14% | +$54.2K | 0.01% | 817 |
|
2023
Q4 | $294K | Buy |
12,545
+3,789
| +43% | +$88.7K | 0.02% | 628 |
|
2023
Q3 | $259K | Buy |
+8,756
| New | +$259K | 0.01% | 984 |
|