Avior Wealth Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-174
| Closed | -$5.5K | – | 937 |
|
2024
Q4 | $5.5K | Sell |
174
-23
| -12% | -$727 | ﹤0.01% | 1828 |
|
2024
Q3 | $6.45K | Buy |
197
+9
| +5% | +$295 | ﹤0.01% | 1688 |
|
2024
Q2 | $4.97K | Sell |
188
-481
| -72% | -$12.7K | ﹤0.01% | 1723 |
|
2024
Q1 | $18.9K | Buy |
+669
| New | +$18.9K | ﹤0.01% | 1631 |
|