Confluence Wealth Services’s State Street STT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-380	Closed	-$35K	–	1037
2021 Q4	$35K	Buy	+380	New	+$35K	0.01%	569