CWM
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Confluence Wealth Management’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History

Confluence Wealth Management’s Portfolio WFC.PRL Stock Details WFC.PRL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-540
Closed -$656K – 123
2014
Q2 		$656K Buy
+540
New +$656K 0.37% 63