CIM Investment Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-13,430
| Closed | -$242K | – | 302 |
|
2020
Q4 | $242K | Hold |
13,430
| – | – | 0.08% | 239 |
|
2020
Q3 | $233K | Buy |
+13,430
| New | +$233K | 0.09% | 213 |
|
2020
Q1 | – | Sell |
-11,810
| Closed | -$198K | – | 206 |
|
2019
Q4 | $198K | Sell |
11,810
-9,229
| -44% | -$155K | 0.08% | 214 |
|
2019
Q3 | $348K | Hold |
21,039
| – | – | 0.13% | 194 |
|
2019
Q2 | $370K | Sell |
21,039
-433
| -2% | -$7.62K | 0.14% | 187 |
|
2019
Q1 | $415K | Sell |
21,472
-182
| -0.8% | -$3.52K | 0.16% | 170 |
|
2018
Q4 | $366K | Hold |
21,654
| – | – | 0.16% | 164 |
|
2018
Q3 | $518K | Buy |
+21,654
| New | +$518K | 0.18% | 145 |
|