Center for Financial Planning’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.7K | Hold |
1,250
| – | – | ﹤0.01% | 313 |
|
|
2025
Q1 | $38.6K | Hold |
1,250
| – | – | ﹤0.01% | 307 |
|
|
2024
Q4 | $39.5K | Hold |
1,250
| – | – | 0.01% | 294 |
|
|
2024
Q3 | $40.9K | Hold |
1,250
| – | – | 0.01% | 276 |
|
|
2024
Q2 | $33.1K | Hold |
1,250
| – | – | ﹤0.01% | 283 |
|
|
2024
Q1 | $35.4K | Buy |
+1,250
| New | +$35.4K | 0.01% | 279 |
|