CWM
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Castle Wealth Management’s FiscalNote NOTE Stock Holding History

Castle Wealth Management’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-66
Closed -$5K – 438
2022
Q3 		$5K Buy
+66
New +$5K ﹤0.01% 498