Clearstead Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
6,708
+65
| +1% | +$2.22K | ﹤0.01% | 850 |
|
|
2025
Q1 | $205K | Hold |
6,643
| – | – | ﹤0.01% | 827 |
|
|
2024
Q4 | $210K | Hold |
6,643
| – | – | ﹤0.01% | 834 |
|
|
2024
Q3 | $217K | Hold |
6,643
| – | – | ﹤0.01% | 831 |
|
|
2024
Q2 | $176K | Buy |
6,643
+6,583
| +10,972% | +$174K | ﹤0.01% | 855 |
|
|
2024
Q1 | $1.59K | Hold |
60
| – | – | ﹤0.01% | 1344 |
|
|
2023
Q4 | $1.54K | Sell |
60
-60
| -50% | -$1.54K | ﹤0.01% | 1330 |
|
|
2023
Q3 | $2.91K | Buy |
120
+60
| +100% | +$1.45K | ﹤0.01% | 1345 |
|
|
2023
Q2 | $1.76K | Hold |
60
| – | – | ﹤0.01% | 1181 |
|
|
2023
Q1 | $1.61K | Hold |
60
| – | – | ﹤0.01% | 1173 |
|
|
2022
Q4 | $1.87K | Hold |
60
| – | – | ﹤0.01% | 1101 |
|
|
2022
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 1126 |
|
|
2022
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 1090 |
|
|
2022
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 1186 |
|
|
2021
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 1091 |
|
|
2021
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 1181 |
|
|
2021
Q2 | $2K | Buy |
60
+40
| +200% | +$1.33K | ﹤0.01% | 1024 |
|
|
2021
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 1119 |
|
|
2020
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 983 |
|
|
2020
Q3 | $0 | Buy |
+20
| New | – | ﹤0.01% | 888 |
|