Convergence Investment Partners’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,571
| Closed | -$252K | – | 165 |
|
|
2023
Q2 | $252K | Buy |
+8,571
| New | +$252K | 0.14% | 135 |
|
|
2022
Q3 | – | Sell |
-11,905
| Closed | -$299K | – | 209 |
|
|
2022
Q2 | $299K | Sell |
11,905
-638
| -5% | -$16K | 0.18% | 125 |
|
|
2022
Q1 | $364K | Sell |
12,543
-2,327
| -16% | -$67.5K | 0.19% | 117 |
|
|
2021
Q4 | $389K | Buy |
14,870
+3,482
| +31% | +$91.1K | 0.2% | 118 |
|
|
2021
Q3 | $270K | Buy |
+11,388
| New | +$270K | 0.15% | 153 |
|