CWS
ASA

Confluence Wealth Services’s ASA Gold and Precious Metals ASA Stock Holding History

Confluence Wealth Services’s Portfolio ASA Stock Details ASA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-401
Closed -$8K – 306
2021
Q4 		$8K Buy
+401
New +$8K ﹤0.01% 966