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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		$250K Sell
850
-150
-15% -$44.1K 0.2% 54
2021
Q4 		$381K Buy
+1,000
New +$381K 0.36% 40