Confluence Wealth Services’s Workiva WK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-205	Closed	-$26K	–	1170
2021 Q4	$26K	Buy	+205	New	+$26K	0.01%	663