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Confluence Wealth Services’s Federated Hermes FHI Stock Holding History

Confluence Wealth Services’s Portfolio FHI Stock Details FHI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,325
Closed -$162K – 548
2021
Q4 		$162K Buy
+4,325
New +$162K 0.05% 248