Coldstream Capital Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Buy |
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|
2025
Q1 | $449K | Buy |
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|
2024
Q4 | $460K | Hold |
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|
2024
Q3 | $476K | Buy |
|
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|
2024
Q2 | $340K | Sell |
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|
2024
Q1 | $365K | Buy |
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|
2023
Q4 | $329K | Sell |
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|
2023
Q3 | $312K | Sell |
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|
2023
Q2 | $425K | Hold |
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|
2023
Q1 | $388K | Sell |
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|
2022
Q4 | $511K | Buy |
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|
2022
Q2 | $330K | Sell |
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|
2022
Q1 | $425K | Sell |
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|
2021
Q4 | $427K | Buy |
|