BHWA
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Beacon Harbor Wealth Advisors’s Commault Systems CVLT Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio CVLT Stock Details CVLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.76M Sell
33,065
-4,211
-11% -$734K 1.44% 34
2025
Q1 		$5.88M Buy
+37,276
New +$5.88M 1.37% 36