Dakota Wealth Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,602
| Closed | -$223K | – | 656 |
|
|
2023
Q2 | $223K | Buy |
7,602
+86
| +1% | +$2.53K | 0.01% | 562 |
|
|
2023
Q1 | $201K | Buy |
7,516
+805
| +12% | +$21.6K | 0.01% | 562 |
|
|
2022
Q4 | $209K | Buy |
+6,711
| New | +$209K | 0.01% | 537 |
|
|
2022
Q2 | – | Sell |
-38,383
| Closed | -$1.12M | – | 505 |
|
|
2022
Q1 | $1.12M | Buy |
+38,383
| New | +$1.12M | 0.09% | 186 |
|