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Confluence Wealth Services’s Gartner IT Stock Holding History

Confluence Wealth Services’s Portfolio IT Stock Details IT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-22
Closed -$7K – 688
2021
Q4 		$7K Buy
+22
New +$7K ﹤0.01% 993