Waverly Advisors’s Concentrix CNXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,503
Closed -$231K 986
2024
Q3
$231K Buy
+4,503
New +$231K ﹤0.01% 747