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Confluence Wealth Services’s OrthoPediatrics KIDS Stock Holding History

Confluence Wealth Services’s Portfolio KIDS Stock Details KIDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-478
Closed -$28K – 722
2021
Q4 		$28K Buy
+478
New +$28K 0.01% 631