Wealthquest’s Concentrix CNXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,464
Closed -$261K 126
2022
Q1
$261K Hold
1,464
0.04% 120
2021
Q4
$261K Buy
+1,464
New +$261K 0.04% 120