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Confluence Wealth Services’s WisdomTree US MidCap Fund EZM Stock Holding History

Confluence Wealth Services’s Portfolio EZM Stock Details EZM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-200
Closed -$11K – 522
2021
Q4 		$11K Buy
+200
New +$11K ﹤0.01% 887