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Confluence Wealth Services’s Factset FDS Stock Holding History

Confluence Wealth Services’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-30
Closed -$14K – 540
2021
Q4 		$14K Buy
+30
New +$14K ﹤0.01% 820