Capital Advantage’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 |
-10,564
| Closed | -$329K | – | 41 |
|
|
2022
Q4 | $329K | Sell |
10,564
-3,928
| -27% | -$122K | 0.07% | 38 |
|
|
2022
Q3 | $353K | Sell |
14,492
-4,321
| -23% | -$105K | 0.08% | 41 |
|
|
2022
Q2 | $473K | Buy |
+18,813
| New | +$473K | 0.1% | 41 |
|
|
2021
Q4 | – | Sell |
-14,357
| Closed | -$340K | – | 48 |
|
|
2021
Q3 | $340K | Sell |
14,357
-505
| -3% | -$12K | 0.09% | 36 |
|
|
2021
Q2 | $380K | Buy |
+14,862
| New | +$380K | 0.1% | 37 |
|