BWFA
Baltimore-Washington Financial Advisors’s Box BOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-189,635
| Closed | -$4.01M | – | 86 |
|
|
2017
Q4 | $4.01M | Buy |
189,635
+3,250
| +2% | +$68.6K | 0.84% | 54 |
|
|
2017
Q3 | $3.6M | Buy |
186,385
+20,160
| +12% | +$389K | 0.82% | 55 |
|
|
2017
Q2 | $3.03M | Buy |
+166,225
| New | +$3.03M | 0.73% | 55 |
|
|
2015
Q4 | – | Sell |
-625
| Closed | -$7K | – | 107 |
|
|
2015
Q3 | $7K | Buy |
+625
| New | +$7K | ﹤0.01% | 216 |
|