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Confluence Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Confluence Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-6,318
Closed -$273K – 143
2015
Q4 		$273K Buy
+6,318
New +$273K 0.13% 114