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Confluence Wealth Services’s American Tower AMT Stock Holding History

Confluence Wealth Services’s Portfolio AMT Stock Details AMT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-749
Closed -$219K – 290
2021
Q4 		$219K Buy
+749
New +$219K 0.07% 216