Arkadios Wealth Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,050
| Closed | -$385K | – | 735 |
|
|
2023
Q4 | $385K | Sell |
15,050
-103
| -0.7% | -$2.64K | 0.03% | 446 |
|
|
2023
Q3 | $367K | Sell |
15,153
-74
| -0.5% | -$1.79K | 0.03% | 423 |
|
|
2023
Q2 | $447K | Buy |
15,227
+65
| +0.4% | +$1.91K | 0.05% | 335 |
|
|
2023
Q1 | $406K | Buy |
+15,162
| New | +$406K | 0.05% | 354 |
|
|
2021
Q4 | – | Sell |
-31
| Closed | – | – | 720 |
|
|
2021
Q3 | $0 | Sell |
31
-10
| -24% | – | ﹤0.01% | 1873 |
|
|
2021
Q2 | $1K | Hold |
41
| – | – | ﹤0.01% | 1888 |
|
|
2021
Q1 | $0 | Hold |
41
| – | – | ﹤0.01% | 1645 |
|
|
2020
Q4 | $0 | Buy |
+41
| New | – | ﹤0.01% | 1367 |
|