Venturi Wealth Management’s Concentrix CNXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-797
| Closed | -$34.5K | – | 818 |
|
|
2024
Q4 | $34.5K | Buy |
797
+490
| +160% | +$21.2K | ﹤0.01% | 1130 |
|
|
2024
Q3 | $15.7K | Buy |
307
+253
| +469% | +$13K | ﹤0.01% | 1082 |
|
|
2024
Q2 | $3.42K | Buy |
54
+30
| +125% | +$1.9K | ﹤0.01% | 1292 |
|
|
2024
Q1 | $1.59K | Sell |
24
-44
| -65% | -$2.92K | ﹤0.01% | 1285 |
|
|
2023
Q4 | $6.68K | Hold |
68
| – | – | ﹤0.01% | 968 |
|
|
2023
Q3 | $5.45K | Buy |
+68
| New | +$5.45K | ﹤0.01% | 953 |
|