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Confluence Wealth Services’s Urban One Class D UONEK Stock Holding History

Confluence Wealth Services’s Portfolio UONEK Stock Details UONEK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-488
Closed -$1K – 1104
2021
Q4 		$1K Buy
+488
New +$1K ﹤0.01% 1211