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Confluence Wealth Services’s M&T Bank MTB Stock Holding History

Confluence Wealth Services’s Portfolio MTB Stock Details MTB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11
Closed -$1K – 816
2021
Q4 		$1K Buy
+11
New +$1K ﹤0.01% 1197