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Confluence Wealth Services’s Enterprise Products Partners EPD Stock Holding History

Confluence Wealth Services’s Portfolio EPD Stock Details EPD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,497
Closed -$98K – 500
2021
Q4 		$98K Buy
+4,497
New +$98K 0.03% 339