Avantax Planning Partners’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-275
| Closed | -$7K | – | 397 |
|
|
2018
Q3 | $7K | Buy |
+275
| New | +$7K | ﹤0.01% | 966 |
|
|
2018
Q2 | – | Sell |
-275
| Closed | -$6K | – | 398 |
|
|
2018
Q1 | $6K | Buy |
+275
| New | +$6K | ﹤0.01% | 1244 |
|
|
2017
Q4 | – | Sell |
-13,315
| Closed | -$257K | – | 311 |
|
|
2017
Q3 | $257K | Hold |
13,315
| – | – | 0.02% | 314 |
|
|
2017
Q2 | $243K | Hold |
13,315
| – | – | 0.02% | 296 |
|
|
2017
Q1 | $217K | Hold |
13,315
| – | – | 0.02% | 304 |
|
|
2016
Q4 | $185K | Buy |
+13,315
| New | +$185K | 0.02% | 302 |
|