NWM
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Nauset Wealth Management’s Welltower WELL Stock Holding History

Nauset Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$353K Buy
3,672
+3
+0.1% +$288 0.28% 45
2021
Q4 		$315K Buy
+3,669
New +$315K 0.3% 45