Assured Investment Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-208,953
| Closed | -$4.04M | – | 151 |
|
|
2019
Q1 | $4.04M | Sell |
208,953
-322,269
| -61% | -$6.22M | 0.05% | 179 |
|
|
2018
Q4 | $8.97M | Buy |
531,222
+347,660
| +189% | +$5.87M | 0.25% | 69 |
|
|
2018
Q3 | $4.39M | Buy |
183,562
+8,548
| +5% | +$204K | 0.08% | 257 |
|
|
2018
Q2 | $4.37M | Buy |
+175,014
| New | +$4.37M | 0.08% | 250 |
|