Advisor Group’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $145K | Sell |
8,662
-3,654
| -30% | -$61.2K | ﹤0.01% | 2644 |
|
|
2019
Q3 | $205K | Sell |
12,316
-4,932
| -29% | -$82.1K | ﹤0.01% | 2309 |
|
|
2019
Q2 | $303K | Sell |
17,248
-11,234
| -39% | -$197K | ﹤0.01% | 1988 |
|
|
2019
Q1 | $549K | Buy |
28,482
+8,385
| +42% | +$162K | ﹤0.01% | 1521 |
|
|
2018
Q4 | $340K | Sell |
20,097
-8,157
| -29% | -$138K | ﹤0.01% | 1680 |
|
|
2018
Q3 | $675K | Buy |
28,254
+3,568
| +14% | +$85.2K | 0.01% | 1251 |
|
|
2018
Q2 | $617K | Buy |
24,686
+20,586
| +502% | +$515K | 0.01% | 1165 |
|
|
2018
Q1 | $84K | Sell |
4,100
-250
| -6% | -$5.12K | ﹤0.01% | 2687 |
|
|
2017
Q4 | $92K | Buy |
4,350
+950
| +28% | +$20.1K | ﹤0.01% | 2639 |
|
|
2017
Q3 | $66K | Buy |
3,400
+1,900
| +127% | +$36.9K | ﹤0.01% | 2726 |
|
|
2017
Q2 | $28K | Sell |
1,500
-1,300
| -46% | -$24.3K | ﹤0.01% | 3250 |
|
|
2017
Q1 | $45K | Hold |
2,800
| – | – | ﹤0.01% | 2797 |
|
|
2016
Q4 | $39K | Buy |
2,800
+50
| +2% | +$696 | ﹤0.01% | 2783 |
|
|
2016
Q3 | $44K | Buy |
2,750
+410
| +18% | +$6.56K | ﹤0.01% | 2630 |
|
|
2016
Q2 | $23K | Buy |
+2,340
| New | +$23K | ﹤0.01% | 2965 |
|