Atria Wealth Solutions’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,105
| Closed | -$230K | – | 1918 |
|
|
2024
Q1 | $230K | Sell |
8,105
-1,752
| -18% | -$49.6K | ﹤0.01% | 1717 |
|
|
2023
Q4 | $252K | Sell |
9,857
-1,859
| -16% | -$47.6K | ﹤0.01% | 1612 |
|
|
2023
Q3 | $284K | Sell |
11,716
-153
| -1% | -$3.7K | ﹤0.01% | 1443 |
|
|
2023
Q2 | $349K | Sell |
11,869
-564
| -5% | -$16.6K | ﹤0.01% | 1345 |
|
|
2023
Q1 | $333K | Sell |
12,433
-176
| -1% | -$4.72K | ﹤0.01% | 1351 |
|
|
2022
Q4 | $393K | Sell |
12,609
-14
| -0.1% | -$436 | 0.01% | 1202 |
|
|
2022
Q3 | $308K | Buy |
+12,623
| New | +$308K | 0.01% | 1277 |
|