Creative Planning’s Wallbox WBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,014
| Closed | -$45.6K | – | 3006 |
|
|
2023
Q3 | $45.6K | Hold |
1,014
| – | – | ﹤0.01% | 2475 |
|
|
2023
Q2 | $71.8K | Sell |
1,014
-12
| -1% | -$850 | ﹤0.01% | 2383 |
|
|
2023
Q1 | $100K | Buy |
1,026
+470
| +85% | +$46K | ﹤0.01% | 2242 |
|
|
2022
Q4 | $39.8K | Buy |
556
+45
| +9% | +$3.22K | ﹤0.01% | 2236 |
|
|
2022
Q3 | $81K | Buy |
+511
| New | +$81K | ﹤0.01% | 2041 |
|