Bay Harbor 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
Q2 | $273 | Buy |
8
+3
| +60% | +$102 | ﹤0.01% | 825 |
|
|
2025
Q1 | $154 | Buy |
+5
| New | +$154 | ﹤0.01% | 763 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$2K | – | 237 |
|
|
2020
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 336 |
|
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 307 |
|
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 280 |
|
|
2020
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 283 |
|
|
2019
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 282 |
|
|
2019
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 298 |
|
|
2019
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 293 |
|
|
2019
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 332 |
|
|
2018
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 314 |
|