Bartlett & Co’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $52K | Hold |
2,000
| – | – | ﹤0.01% | 698 |
|
|
2023
Q3 | $48K | Hold |
2,000
| – | – | ﹤0.01% | 672 |
|
|
2023
Q2 | $59K | Hold |
2,000
| – | – | ﹤0.01% | 635 |
|
|
2023
Q1 | $54K | Hold |
2,000
| – | – | ﹤0.01% | 558 |
|
|
2022
Q4 | $62K | Hold |
2,000
| – | – | ﹤0.01% | 548 |
|
|
2022
Q3 | $49K | Hold |
2,000
| – | – | ﹤0.01% | 564 |
|
|
2022
Q2 | $50K | Hold |
2,000
| – | – | ﹤0.01% | 568 |
|
|
2022
Q1 | $58K | Buy |
+2,000
| New | +$58K | ﹤0.01% | 564 |
|
|
2021
Q4 | – | Sell |
-2,000
| Closed | -$47K | – | 465 |
|
|
2021
Q3 | $47K | Hold |
2,000
| – | – | ﹤0.01% | 516 |
|
|
2021
Q2 | $51K | Hold |
2,000
| – | – | ﹤0.01% | 503 |
|
|
2021
Q1 | $46K | Hold |
2,000
| – | – | ﹤0.01% | 550 |
|
|
2020
Q4 | $36K | Hold |
2,000
| – | – | ﹤0.01% | 581 |
|
|
2020
Q3 | $35K | Hold |
2,000
| – | – | ﹤0.01% | 536 |
|
|
2020
Q2 | $42K | Hold |
2,000
| – | – | ﹤0.01% | 522 |
|
|
2020
Q1 | $28K | Buy |
+2,000
| New | +$28K | ﹤0.01% | 539 |
|
|
2019
Q3 | $33K | Buy |
+2,000
| New | +$33K | ﹤0.01% | 588 |
|