BHWA
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Beacon Harbor Wealth Advisors’s Box BOX Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-189,765
Closed -$6M – 77
2024
Q4 		$6M Buy
+189,765
New +$6M 1.4% 36