Bell Investment Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43K | Sell |
71
-30
| -30% | -$1.03K | ﹤0.01% | 1295 |
|
|
2025
Q1 | $3.12K | Buy |
101
+30
| +42% | +$926 | ﹤0.01% | 1128 |
|
|
2024
Q4 | $2.24K | Hold |
71
| – | – | ﹤0.01% | 1289 |
|
|
2024
Q3 | $2.32K | Hold |
71
| – | – | ﹤0.01% | 1288 |
|
|
2024
Q2 | $1.88K | Hold |
71
| – | – | ﹤0.01% | 1377 |
|
|
2024
Q1 | $2.01K | Hold |
71
| – | – | ﹤0.01% | 1361 |
|
|
2023
Q4 | $1.82K | Hold |
71
| – | – | ﹤0.01% | 1368 |
|
|
2023
Q3 | $1.72K | Hold |
71
| – | – | ﹤0.01% | 1356 |
|
|
2023
Q2 | $2.09K | Sell |
71
-19
| -21% | -$558 | ﹤0.01% | 1275 |
|
|
2023
Q1 | $2.41K | Hold |
90
| – | – | ﹤0.01% | 1158 |
|
|
2022
Q4 | $2.8K | Hold |
90
| – | – | ﹤0.01% | 1104 |
|
|
2022
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 1050 |
|
|
2022
Q2 | $2K | Buy |
+90
| New | +$2K | ﹤0.01% | 1103 |
|
|
2021
Q4 | $3K | Buy |
111
+19
| +21% | +$514 | ﹤0.01% | 949 |
|
|
2021
Q3 | $2K | Buy |
+92
| New | +$2K | ﹤0.01% | 1027 |
|