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Confluence Wealth Management’s Walmart WMT Stock Holding History

Confluence Wealth Management’s Portfolio WMT Stock Details WMT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-4,802
Closed -$360K – 125
2014
Q2 		$360K Buy
+4,802
New +$360K 0.21% 93