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Confluence Wealth Services’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Confluence Wealth Services’s Portfolio EES Stock Details EES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-200
Closed -$10K – 475
2021
Q4 		$10K Buy
+200
New +$10K ﹤0.01% 914