PWG
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Portside Wealth Group’s Global X Defense Tech ETF SHLD Stock Holding History

Portside Wealth Group’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-42,560
Closed -$1.59M – 439
2024
Q4 		$1.59M Buy
42,560
+4,249
+11% +$159K 0.26% 88
2024
Q3 		$1.43M Buy
+38,311
New +$1.43M 0.24% 97