CRWM
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Castle Rock Wealth Management’s Wayfair W Stock Holding History

Castle Rock Wealth Management’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,102
Closed -$298K – 250
2020
Q3 		$298K Buy
+1,102
New +$298K 0.2% 132