CWM
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Confluence Wealth Management’s Lumen LUMN Stock Holding History

Confluence Wealth Management’s Portfolio LUMN Stock Details LUMN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-5,865
Closed -$212K – 98
2014
Q2 		$212K Buy
+5,865
New +$212K 0.12% 127