Confluence Wealth Services’s Moelis & Co MC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-320	Closed	-$20K	–	775
2021 Q4	$20K	Buy	+320	New	+$20K	0.01%	730