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Confluence Wealth Services’s Premier PINC Stock Holding History

Confluence Wealth Services’s Portfolio PINC Stock Details PINC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-153
Closed -$6K – 902
2021
Q4 		$6K Buy
+153
New +$6K ﹤0.01% 1025