AE Wealth Management’s Box BOX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-28,112	Closed	-$736K	–	1675
2021 Q4	$736K	Buy	+28,112	New	+$736K	0.01%	1080
2020 Q2	–	Sell	-28,018	Closed	-$393K	–	1251
2020 Q1	$393K	Buy	+28,018	New	+$393K	0.01%	761