Carolinas Wealth Consulting’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 |
-91
| Closed | -$2.81K | – | 107 |
|
|
2025
Q1 | $2.81K | Hold |
91
| – | – | ﹤0.01% | 718 |
|
|
2024
Q4 | $2.88K | Sell |
91
-13
| -13% | -$411 | ﹤0.01% | 749 |
|
|
2024
Q3 | $3.4K | Buy |
104
+1
| +1% | +$33 | ﹤0.01% | 721 |
|
|
2024
Q2 | $2.72K | Sell |
103
-2
| -2% | -$53 | ﹤0.01% | 735 |
|
|
2024
Q1 | $2.97K | Hold |
105
| – | – | ﹤0.01% | 726 |
|
|
2023
Q4 | $2.69K | Sell |
105
-8
| -7% | -$205 | ﹤0.01% | 708 |
|
|
2023
Q3 | $2.81K | Sell |
113
-1
| -0.9% | -$25 | ﹤0.01% | 700 |
|
|
2023
Q2 | $3.35K | Sell |
114
-20
| -15% | -$588 | ﹤0.01% | 740 |
|
|
2023
Q1 | $3.59K | Sell |
134
-53
| -28% | -$1.42K | ﹤0.01% | 739 |
|
|
2022
Q4 | $5.82K | Buy |
187
+50
| +36% | +$1.56K | ﹤0.01% | 675 |
|
|
2022
Q3 | $3K | Hold |
137
| – | – | ﹤0.01% | 707 |
|
|
2022
Q2 | $3K | Hold |
137
| – | – | ﹤0.01% | 713 |
|
|
2022
Q1 | $4K | Hold |
137
| – | – | ﹤0.01% | 714 |
|
|
2021
Q4 | $4K | Buy |
+137
| New | +$4K | ﹤0.01% | 722 |
|