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Confluence Wealth Management’s American Express AXP Stock Holding History

Confluence Wealth Management’s Portfolio AXP Stock Details AXP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-12,614
Closed -$1.17M – 103
2014
Q4 		$1.17M Buy
+12,614
New +$1.17M 0.73% 49