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Confluence Wealth Services’s DT Midstream DTM Stock Holding History

Confluence Wealth Services’s Portfolio DTM Stock Details DTM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,450
Closed -$117K – 462
2021
Q4 		$117K Buy
+2,450
New +$117K 0.04% 308