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Confluence Wealth Services’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Confluence Wealth Services’s Portfolio SRVR Stock Details SRVR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-270
Closed -$11K – 1028
2021
Q4 		$11K Buy
+270
New +$11K ﹤0.01% 902