Advisors Asset Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-866
| Closed | -$25.4K | – | 1412 |
|
|
2023
Q2 | $25.4K | Sell |
866
-89
| -9% | -$2.62K | ﹤0.01% | 1345 |
|
|
2023
Q1 | $25.6K | Sell |
955
-1,291
| -57% | -$34.6K | ﹤0.01% | 1364 |
|
|
2022
Q4 | $69.9K | Buy |
2,246
+27
| +1% | +$841 | ﹤0.01% | 1300 |
|
|
2022
Q3 | $54K | Sell |
2,219
-1,003
| -31% | -$24.4K | ﹤0.01% | 1342 |
|
|
2022
Q2 | $81K | Buy |
+3,222
| New | +$81K | ﹤0.01% | 1314 |
|
|
2021
Q2 | – | Sell |
-1,791
| Closed | -$41K | – | 1411 |
|
|
2021
Q1 | $41K | Buy |
1,791
+756
| +73% | +$17.3K | ﹤0.01% | 1420 |
|
|
2020
Q4 | $19K | Buy |
1,035
+750
| +263% | +$13.8K | ﹤0.01% | 1477 |
|
|
2020
Q3 | $5K | Buy |
+285
| New | +$5K | ﹤0.01% | 1501 |
|