American Portfolios Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-100
| Closed | -$2.51K | – | 3533 |
|
|
2022
Q2 | $2.51K | Sell |
100
-262
| -72% | -$6.59K | ﹤0.01% | 3073 |
|
|
2022
Q1 | $10.5K | Hold |
362
| – | – | ﹤0.01% | 2668 |
|
|
2021
Q4 | $9.48K | Hold |
362
| – | – | ﹤0.01% | 2641 |
|
|
2021
Q3 | $8.57K | Hold |
362
| – | – | ﹤0.01% | 2636 |
|
|
2021
Q2 | $9.25K | Sell |
362
-300
| -45% | -$7.67K | ﹤0.01% | 2559 |
|
|
2021
Q1 | $15.2K | Buy |
662
+562
| +562% | +$12.9K | ﹤0.01% | 2199 |
|
|
2020
Q4 | $1.81K | Hold |
100
| – | – | ﹤0.01% | 2716 |
|
|
2020
Q3 | $1.74K | Hold |
100
| – | – | ﹤0.01% | 2654 |
|
|
2020
Q2 | $2.08K | Hold |
100
| – | – | ﹤0.01% | 2535 |
|
|
2020
Q1 | $1.4K | Hold |
100
| – | – | ﹤0.01% | 2491 |
|
|
2019
Q4 | $1.68K | Hold |
100
| – | – | ﹤0.01% | 2610 |
|
|
2019
Q3 | $1.66K | Sell |
100
-150
| -60% | -$2.48K | ﹤0.01% | 2553 |
|
|
2019
Q2 | $4.4K | Sell |
250
-250
| -50% | -$4.4K | ﹤0.01% | 2221 |
|
|
2019
Q1 | $9.66K | Sell |
500
-5,500
| -92% | -$106K | ﹤0.01% | 1845 |
|
|
2018
Q4 | $101K | Buy |
6,000
+50
| +0.8% | +$844 | 0.01% | 725 |
|
|
2018
Q3 | $142K | Sell |
5,950
-1,950
| -25% | -$46.6K | 0.02% | 698 |
|
|
2018
Q2 | $197K | Buy |
+7,900
| New | +$197K | 0.03% | 555 |
|