Cyndeo Wealth Partners’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-44,462
| Closed | -$1.14M | – | 382 |
|
|
2023
Q4 | $1.14M | Sell |
44,462
-6,946
| -14% | -$178K | 0.11% | 178 |
|
|
2023
Q3 | $1.24M | Sell |
51,408
-3,577
| -7% | -$86.6K | 0.13% | 162 |
|
|
2023
Q2 | $1.62M | Sell |
54,985
-6,245
| -10% | -$183K | 0.17% | 141 |
|
|
2023
Q1 | $1.64M | Sell |
61,230
-7,282
| -11% | -$195K | 0.18% | 142 |
|
|
2022
Q4 | $2.13M | Buy |
+68,512
| New | +$2.13M | 0.25% | 121 |
|