CWS
XYZ

Confluence Wealth Services’s Block, Inc. XYZ Stock Holding History

Confluence Wealth Services’s Portfolio XYZ Stock Details XYZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,361
Closed -$219K – 1218
2021
Q4 		$219K Buy
+1,361
New +$219K 0.07% 217