CWM
SFG

Confluence Wealth Management’s STANCORP FINL GRP SFG Stock Holding History

Confluence Wealth Management’s Portfolio SFG Stock Details SFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-4,250
Closed -$272K – 129
2014
Q2 		$272K Buy
+4,250
New +$272K 0.16% 109