Cresset Asset Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,464
| Closed | -$506K | – | 1709 |
|
|
2024
Q3 | $506K | Buy |
15,464
+186
| +1% | +$6.09K | ﹤0.01% | 1479 |
|
|
2024
Q2 | $404K | Sell |
15,278
-197
| -1% | -$5.21K | ﹤0.01% | 1515 |
|
|
2024
Q1 | $438K | Buy |
15,475
+573
| +4% | +$16.2K | ﹤0.01% | 1379 |
|
|
2023
Q4 | $382K | Buy |
14,902
+2,354
| +19% | +$60.3K | ﹤0.01% | 1350 |
|
|
2023
Q3 | $304K | Buy |
12,548
+1,085
| +9% | +$26.3K | ﹤0.01% | 1394 |
|
|
2023
Q2 | $337K | Buy |
+11,463
| New | +$337K | ﹤0.01% | 1340 |
|