Clearstead Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-165
| Closed | -$4.94K | – | 2331 |
|
|
2025
Q4 | $4.94K | Buy |
165
+40
| +32% | +$1.25K | ﹤0.01% | 2019 |
|
|
2025
Q3 | $4.03K | Sell |
125
-6,583
| -98% | -$213K | ﹤0.01% | 2236 |
|
|
2025
Q2 | $229K | Buy |
6,708
+65
| +1% | +$2.13K | ﹤0.01% | 854 |
|
|
2025
Q1 | $205K | Hold |
6,643
| – | – | ﹤0.01% | 830 |
|
|
2024
Q4 | $210K | Hold |
6,643
| – | – | ﹤0.01% | 836 |
|
|
2024
Q3 | $217K | Hold |
6,643
| – | – | ﹤0.01% | 832 |
|
|
2024
Q2 | $176K | Buy |
6,643
+6,583
| +10,972% | +$175K | ﹤0.01% | 856 |
|
|
2024
Q1 | $1.59K | Hold |
60
| – | – | ﹤0.01% | 1345 |
|
|
2023
Q4 | $1.54K | Sell |
60
-60
| -50% | -$1.52K | ﹤0.01% | 1332 |
|
|
2023
Q3 | $2.91K | Buy |
120
+60
| +100% | +$1.71K | ﹤0.01% | 1346 |
|
|
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% | 1102 |
|
|
2022
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 1128 |
|
|
2022
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 1092 |
|
|
2022
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 1188 |
|
|
2021
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 1095 |
|
|
2021
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 1184 |
|
|
2021
Q2 | $2K | Buy |
60
+40
| +200% | +$932 | ﹤0.01% | 1025 |
|
|
2021
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 1120 |
|
|
2020
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 983 |
|
|
2020
Q3 | $0 | Buy |
+20
| New | +$369 | ﹤0.01% | 888 |
|
Other funds holding BOX
VPM
VCM
