CSat Investment Advisory’s Box BOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-2,233
| Closed | -$39K | – | 581 |
|
2020
Q3 | $39K | Buy |
2,233
+248
| +12% | +$4.33K | ﹤0.01% | 701 |
|
2020
Q2 | $41K | Hold |
1,985
| – | – | 0.01% | 699 |
|
2020
Q1 | $28K | Hold |
1,985
| – | – | 0.01% | 665 |
|
2019
Q4 | $33K | Hold |
1,985
| – | – | 0.01% | 672 |
|
2019
Q3 | $33K | Buy |
1,985
+496
| +33% | +$8.25K | 0.01% | 636 |
|
2019
Q2 | $26K | Buy |
+1,489
| New | +$26K | 0.01% | 651 |
|