Profesionally Managed Portfo shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Profesionally Managed Portfo
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All positions including Profesionally Managed Portfo held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Profesionally Managed Portfo by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 57k | 29.91 |
| 2024-06-30 | $1.3M | 46k | 28.66 |