PWG
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Portside Wealth Group’s Cactus WHD Stock Holding History

Portside Wealth Group’s Portfolio WHD Stock Details WHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$242K Buy
5,526
+183
+3% +$8K 0.04% 401
2025
Q1 		$245K Buy
5,343
+767
+17% +$35.2K 0.04% 373
2024
Q4 		$267K Buy
4,576
+496
+12% +$28.9K 0.04% 345
2024
Q3 		$243K Buy
+4,080
New +$243K 0.04% 342