CWM
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Centricity Wealth Management’s Box BOX Stock Holding History

Centricity Wealth Management’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
Q2 		$6.83K Hold
200
– – 0.01% 354
2025
Q1 		$6.17K Hold
200
– – 0.01% 361
2024
Q4 		$6.32K Buy
+200
New +$6.32K 0.01% 368