Confluence Wealth Services, Inc.'s ownership history for XLP

Confluence Wealth Services, Inc. currently holds 3.4K shares with a market value of $281.5K. It started holding XLP on 2025-03-31. At its peak, it held 3.9K shares on 2025-06-30. Its highest holding value was $315.0K on 2025-06-30. At its lowest, it held 3.4K shares on 2026-03-31, with a value of $274.1K on 2025-12-31. In the recent 180 days, Confluence Wealth Services, Inc. has decreased its shares by 95. In the recent year, Confluence Wealth Services, Inc. has decreased its shares by 402.