NWM
V icon

Nauset Wealth Management’s Visa V Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$305K Sell
1,375
-52
-4% -$11.5K 0.24% 49
2021
Q4
$309K Buy
+1,427
New +$309K 0.29% 47