NWM
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Nauset Wealth Management’s Atlassian TEAM Stock Holding History

Nauset Wealth Management’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$250K Sell
850
-150
-15% -$44.8K 0.2% 54
2021
Q4 		$381K Buy
+1,000
New +$402K 0.36% 40

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