Connectus Wealth’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.36M | Buy |
83,238
+6,655
| +9% | +$188K | 0.06% | 167 |
|
|
2023
Q4 | $1.96M | Sell |
76,583
-2,291
| -3% | -$58.7K | 0.04% | 267 |
|
|
2023
Q3 | $1.91M | Buy |
78,874
+15,626
| +25% | +$378K | 0.04% | 259 |
|
|
2023
Q2 | $1.86M | Buy |
63,248
+17,265
| +38% | +$507K | 0.04% | 226 |
|
|
2023
Q1 | $1.23M | Buy |
+45,983
| New | +$1.23M | 0.03% | 270 |
|