CWS
SOR

Confluence Wealth Services’s Source Capital SOR Stock Holding History

Confluence Wealth Services’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-234
Closed -$10K – 1020
2021
Q4 		$10K Buy
+234
New +$10K ﹤0.01% 925