Corient Private Wealth’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,075
| Closed | -$350K | – | 2303 |
|
|
2024
Q4 | $350K | Sell |
11,075
-6,446
| -37% | -$204K | ﹤0.01% | 1807 |
|
|
2024
Q3 | $573K | Buy |
17,521
+6,317
| +56% | +$207K | ﹤0.01% | 1637 |
|
|
2024
Q2 | $296K | Sell |
11,204
-832
| -7% | -$22K | ﹤0.01% | 1920 |
|
|
2024
Q1 | $341K | Buy |
12,036
+3,380
| +39% | +$95.7K | ﹤0.01% | 1820 |
|
|
2023
Q4 | $222K | Buy |
+8,656
| New | +$222K | ﹤0.01% | 2016 |
|
|
2023
Q2 | – | Sell |
-8,625
| Closed | -$231K | – | 2066 |
|
|
2023
Q1 | $231K | Buy |
8,625
+125
| +1% | +$3.35K | ﹤0.01% | 1721 |
|
|
2022
Q4 | $265K | Buy |
+8,500
| New | +$265K | ﹤0.01% | 1377 |
|