Counterpoint Mutual Funds’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 |
-4,319
| Closed | -$127K | – | 317 |
|
|
2023
Q2 | $127K | Buy |
+4,319
| New | +$127K | 0.12% | 113 |
|
|
2023
Q1 | – | Sell |
-9,110
| Closed | -$284K | – | 349 |
|
|
2022
Q4 | $284K | Buy |
+9,110
| New | +$284K | 0.3% | 8 |
|
|
2022
Q2 | – | Sell |
-2,330
| Closed | -$68K | – | 256 |
|
|
2022
Q1 | $68K | Buy |
+2,330
| New | +$68K | 0.05% | 91 |
|