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Confluence Wealth Management’s Philip Morris PM Stock Holding History

Confluence Wealth Management’s Portfolio PM Stock Details PM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-3,176
Closed -$268K – 108
2014
Q2 		$268K Buy
+3,176
New +$268K 0.15% 112