Aperio Group’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $472K | Buy |
26,163
+5,547
| +27% | +$100K | ﹤0.01% | 1994 |
|
|
2020
Q3 | $358K | Buy |
20,616
+2,476
| +14% | +$43K | ﹤0.01% | 1990 |
|
|
2020
Q2 | $377K | Buy |
18,140
+1,364
| +8% | +$28.3K | ﹤0.01% | 1910 |
|
|
2020
Q1 | $236K | Buy |
+16,776
| New | +$236K | ﹤0.01% | 2025 |
|
|
2019
Q3 | – | Sell |
-11,778
| Closed | -$207K | – | 2366 |
|
|
2019
Q2 | $207K | Buy |
11,778
+576
| +5% | +$10.1K | ﹤0.01% | 2164 |
|
|
2019
Q1 | $216K | Sell |
11,202
-490
| -4% | -$9.45K | ﹤0.01% | 2133 |
|
|
2018
Q4 | $197K | Buy |
11,692
+1,276
| +12% | +$21.5K | ﹤0.01% | 2132 |
|
|
2018
Q3 | $249K | Sell |
10,416
-336
| -3% | -$8.03K | ﹤0.01% | 2100 |
|
|
2018
Q2 | $269K | Buy |
10,752
+939
| +10% | +$23.5K | ﹤0.01% | 2045 |
|
|
2018
Q1 | $202K | Sell |
9,813
-917
| -9% | -$18.9K | ﹤0.01% | 2135 |
|
|
2017
Q4 | $227K | Buy |
+10,730
| New | +$227K | ﹤0.01% | 2091 |
|