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Confluence Wealth Services’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Confluence Wealth Services’s Portfolio FIXD Stock Details FIXD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,320
Closed -$70K – 554
2021
Q4 		$70K Buy
+1,320
New +$70K 0.02% 388