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Confluence Wealth Services’s CB Financial Services CBFV Stock Holding History

Confluence Wealth Services’s Portfolio CBFV Stock Details CBFV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-600
Closed -$14K – 377
2021
Q4 		$14K Buy
+600
New +$14K ﹤0.01% 817