Abound Wealth Management’s Box BOX Stock Holding History

Abound Wealth Management’s Portfolio BOX Stock Details BOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$15.2K	Buy
2025 Q2	$206	Hold
2025 Q1	$186	Sell
2024 Q4	$253	Hold
2024 Q3	$262	Sell
2024 Q2	$291	Hold
2024 Q1	$312	Buy