CWM
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Confluence Wealth Management’s ServiceNow NOW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,655
Closed -$1.08M 119
2020
Q2
$1.08M Buy
2,655
+784
+42% +$317K 0.51% 51
2020
Q1
$536K Buy
+1,871
New +$536K 0.3% 70