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Confluence Wealth Services’s Cactus WHD Stock Holding History

Confluence Wealth Services’s Portfolio WHD Stock Details WHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-242
Closed -$9K – 1169
2021
Q4 		$9K Buy
+242
New +$9K ﹤0.01% 959