Abound Wealth Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $206 | Hold |
6
| – | – | ﹤0.01% | 1027 |
|
2025
Q1 | $186 | Sell |
6
-2
| -25% | -$62 | ﹤0.01% | 1010 |
|
2024
Q4 | $253 | Hold |
8
| – | – | ﹤0.01% | 957 |
|
2024
Q3 | $262 | Sell |
8
-3
| -27% | -$98 | ﹤0.01% | 1014 |
|
2024
Q2 | $291 | Hold |
11
| – | – | ﹤0.01% | 993 |
|
2024
Q1 | $312 | Buy |
+11
| New | +$312 | ﹤0.01% | 1114 |
|