BDO Wealth Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20,000
| Closed | -$623K | – | 1063 |
|
|
2022
Q4 | $623K | Hold |
20,000
| – | – | 0.08% | 159 |
|
|
2022
Q3 | $488K | Hold |
20,000
| – | – | 0.06% | 168 |
|
|
2022
Q2 | $503K | Hold |
20,000
| – | – | 0.06% | 171 |
|
|
2022
Q1 | $581K | Hold |
20,000
| – | – | 0.06% | 170 |
|
|
2021
Q4 | $524K | Hold |
20,000
| – | – | 0.06% | 179 |
|
|
2021
Q3 | $473K | Hold |
20,000
| – | – | 0.05% | 186 |
|
|
2021
Q2 | $511K | Hold |
20,000
| – | – | 0.06% | 184 |
|
|
2021
Q1 | $459K | Buy |
+20,000
| New | +$459K | 0.05% | 186 |
|