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Confluence Wealth Services’s Atlantic Union Bankshares AUB Stock Holding History

Confluence Wealth Services’s Portfolio AUB Stock Details AUB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,761
Closed -$140K – 315
2021
Q4 		$140K Buy
+3,761
New +$140K 0.05% 272