TCI Wealth Advisors’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-130
| Closed | -$3.13K | – | 562 |
|
|
2023
Q1 | $3.13K | Sell |
130
-198
| -60% | -$4.77K | ﹤0.01% | 1835 |
|
|
2022
Q4 | $7.3K | Buy |
328
+98
| +43% | +$2.18K | ﹤0.01% | 1283 |
|
|
2022
Q3 | $5K | Hold |
230
| – | – | ﹤0.01% | 1433 |
|
|
2022
Q2 | $5K | Hold |
230
| – | – | ﹤0.01% | 1447 |
|
|
2022
Q1 | $9K | Buy |
+230
| New | +$9K | ﹤0.01% | 1143 |
|