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Confluence Wealth Services’s Saratoga Investment SAR Stock Holding History

Confluence Wealth Services’s Portfolio SAR Stock Details SAR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,000
Closed -$88K – 976
2021
Q4 		$88K Buy
+3,000
New +$88K 0.03% 354