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Confluence Wealth Services’s Climb Global Solutions CLMB Stock Holding History

Confluence Wealth Services’s Portfolio CLMB Stock Details CLMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-108
Closed -$3K – 402
2021
Q4 		$3K Buy
+108
New +$3K ﹤0.01% 1103