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Confluence Wealth Services’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Confluence Wealth Services’s Portfolio FDM Stock Details FDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-200
Closed -$12K – 538
2021
Q4 		$12K Buy
+200
New +$12K ﹤0.01% 857