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Confluence Wealth Services’s Polaris PII Stock Holding History

Confluence Wealth Services’s Portfolio PII Stock Details PII Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,809
Closed -$298K – 360
2024
Q2 		$298K Buy
+3,809
New +$298K 0.02% 295
2022
Q1 		– Sell
-805
Closed -$88K – 901
2021
Q4 		$88K Buy
+805
New +$88K 0.03% 353