Confluence Wealth Services’s Clear Secure YOU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-104	Closed	-$3K	–	1209
2021 Q4	$3K	Buy	+104	New	+$3K	﹤0.01%	1128