CFA
TEU
Capstone Financial Advisors’s BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS) TEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-150,000
| Closed | -$24K | – | 80 |
|
|
2015
Q4 | $24K | Buy |
150,000
+90,000
| +150% | +$14.4K | 0.01% | 67 |
|
|
2015
Q3 | $35K | Sell |
60,000
-15,000
| -20% | -$8.75K | 0.02% | 65 |
|
|
2015
Q2 | $72K | Hold |
75,000
| – | – | 0.03% | 88 |
|
|
2015
Q1 | $67K | Hold |
75,000
| – | – | 0.03% | 85 |
|
|
2014
Q4 | $65K | Hold |
75,000
| – | – | 0.02% | 80 |
|
|
2014
Q3 | $90K | Buy |
75,000
+15,000
| +25% | +$18K | 0.05% | 63 |
|
|
2014
Q2 | $91K | Buy |
60,000
+30,000
| +100% | +$45.5K | 0.06% | 62 |
|
|
2014
Q1 | $72K | Buy |
30,000
+15,000
| +100% | +$36K | 0.04% | 58 |
|
|
2013
Q4 | $49K | Buy |
+15,000
| New | +$49K | 0.03% | 62 |
|