NWM
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Nauset Wealth Management’s Crown Castle CCI Stock Holding History

Nauset Wealth Management’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		$680K Sell
3,681
-73
-2% -$13.5K 0.54% 29
2021
Q4 		$784K Buy
+3,754
New +$784K 0.75% 25