Wealth Enhancement Advisory Services’s Confluent CFLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Sell
20,277
-5,596
-22% -$147K ﹤0.01% 2166
2025
Q1
$606K Sell
25,873
-4,890
-16% -$115K ﹤0.01% 1898
2024
Q4
$860K Buy
30,763
+8,204
+36% +$229K ﹤0.01% 1615
2024
Q3
$460K Sell
22,559
-3,922
-15% -$79.9K ﹤0.01% 1861
2024
Q2
$782K Buy
26,481
+129
+0.5% +$3.81K ﹤0.01% 1389
2024
Q1
$804K Buy
26,352
+1,062
+4% +$32.4K ﹤0.01% 1335
2023
Q4
$592K Buy
+25,290
New +$592K ﹤0.01% 1411