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Confluence Wealth Services’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Confluence Wealth Services’s Portfolio XLI Stock Details XLI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,427
Closed -$150K – 1197
2021
Q4 		$150K Buy
+1,427
New +$150K 0.05% 260