Advisory Research’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 |
-9,089
| Closed | -$267K | – | 432 |
|
|
2023
Q2 | $267K | Sell |
9,089
-32,336
| -78% | -$950K | 0.03% | 395 |
|
|
2023
Q1 | $1.11M | Sell |
41,425
-49,140
| -54% | -$1.32M | 0.18% | 145 |
|
|
2022
Q4 | $2.82M | Buy |
90,565
+1,178
| +1% | +$36.7K | 0.27% | 62 |
|
|
2022
Q3 | $2.18M | Buy |
89,387
+29,001
| +48% | +$707K | 0.21% | 83 |
|
|
2022
Q2 | $1.52M | Buy |
60,386
+32,371
| +116% | +$814K | 0.15% | 107 |
|
|
2022
Q1 | $814K | Buy |
+28,015
| New | +$814K | 0.07% | 206 |
|
|
2018
Q1 | – | Sell |
-161,411
| Closed | -$3.41M | – | 378 |
|
|
2017
Q4 | $3.41M | Buy |
161,411
+40,683
| +34% | +$859K | 0.06% | 176 |
|
|
2017
Q3 | $2.33M | Sell |
120,728
-3,624
| -3% | -$70K | 0.04% | 199 |
|
|
2017
Q2 | $2.27M | Buy |
124,352
+1,198
| +1% | +$21.9K | 0.04% | 204 |
|
|
2017
Q1 | $2.01M | Buy |
+123,154
| New | +$2.01M | 0.03% | 249 |
|