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Confluence Wealth Management’s DuPont de Nemours DD Stock Holding History

Confluence Wealth Management’s Portfolio DD Stock Details DD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-5,162
Closed -$266K – 90
2014
Q2 		$266K Buy
+5,162
New +$266K 0.15% 113