WAM
Worth Asset Management’s Confluent CFLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4
| Closed | -$141 | – | 141 |
|
|
2023
Q2 | $141 | Hold |
4
| – | – | ﹤0.01% | 446 |
|
|
2023
Q1 | $96 | Hold |
4
| – | – | ﹤0.01% | 473 |
|
|
2022
Q4 | $89 | Hold |
4
| – | – | ﹤0.01% | 466 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 468 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 534 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 538 |
|