PWG
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Portside Wealth Group’s Box BOX Stock Holding History

Portside Wealth Group’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 		$355K Buy
10,380
+361
+4% +$12.3K 0.05% 306
2025
Q1 		$309K Buy
10,019
+578
+6% +$17.8K 0.05% 327
2024
Q4 		$298K Buy
+9,441
New +$298K 0.05% 329