Cape Investment Advisory’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-176
| Closed | -$5.43K | – | 1183 |
|
|
2025
Q1 | $5.43K | Hold |
176
| – | – | ﹤0.01% | 730 |
|
|
2024
Q4 | $5.56K | Buy |
176
+31
| +21% | +$980 | ﹤0.01% | 713 |
|
|
2024
Q3 | $4.75K | Buy |
+145
| New | +$4.75K | ﹤0.01% | 712 |
|
|
2024
Q1 | – | Sell |
-920
| Closed | -$23.6K | – | 953 |
|
|
2023
Q4 | $23.6K | Buy |
+920
| New | +$23.6K | 0.01% | 502 |
|