Creative Financial Designs’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923 | Hold |
27
| – | – | ﹤0.01% | 1789 |
|
|
2025
Q1 | $833 | Sell |
27
-27
| -50% | -$833 | ﹤0.01% | 1823 |
|
|
2024
Q4 | $1.71K | Buy |
+54
| New | +$1.71K | ﹤0.01% | 1619 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 1654 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1677 |
|
|
2020
Q1 | – | Sell |
-560
| Closed | -$10K | – | 480 |
|
|
2019
Q4 | $10K | Hold |
560
| – | – | ﹤0.01% | 392 |
|
|
2019
Q3 | $9K | Sell |
560
-350
| -38% | -$5.63K | ﹤0.01% | 414 |
|
|
2019
Q2 | $16K | Sell |
910
-150
| -14% | -$2.64K | 0.01% | 349 |
|
|
2019
Q1 | $20K | Hold |
1,060
| – | – | 0.01% | 305 |
|
|
2018
Q4 | $18K | Buy |
1,060
+450
| +74% | +$7.64K | 0.01% | 286 |
|
|
2018
Q3 | $15K | Hold |
610
| – | – | 0.01% | 377 |
|
|
2018
Q2 | $15K | Buy |
+610
| New | +$15K | 0.01% | 401 |
|