AE Wealth Management’s Box BOX Stock Holding History

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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$223K	Buy
2022 Q1	–	Sell
2021 Q4	$736K	Buy
2020 Q2	–	Sell
2020 Q1	$393K	Buy