Bartlett & Co’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $52K | Hold |
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|
2023
Q3 | $48K | Hold |
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|
2023
Q2 | $59K | Hold |
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|
2023
Q1 | $54K | Hold |
|
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|
2022
Q4 | $62K | Hold |
|
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|
2022
Q3 | $49K | Hold |
|
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|
2022
Q2 | $50K | Hold |
|
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|
2022
Q1 | $58K | Buy |
|
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $47K | Hold |
|
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|
2021
Q2 | $51K | Hold |
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|
2021
Q1 | $46K | Hold |
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|
2020
Q4 | $36K | Hold |
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|
2020
Q3 | $35K | Hold |
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|
2020
Q2 | $42K | Hold |
|
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|
2020
Q1 | $28K | Buy |
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|
2019
Q3 | $33K | Buy |
|