Dana Investment Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-57,348
| Closed | -$1.39M | – | 424 |
|
|
2023
Q3 | $1.39M | Buy |
57,348
+531
| +0.9% | +$12.9K | 0.07% | 193 |
|
|
2023
Q2 | $1.67M | Buy |
56,817
+733
| +1% | +$21.5K | 0.08% | 175 |
|
|
2023
Q1 | $1.5M | Buy |
56,084
+2,111
| +4% | +$56.6K | 0.08% | 182 |
|
|
2022
Q4 | $1.68M | Buy |
53,973
+4,272
| +9% | +$133K | 0.09% | 153 |
|
|
2022
Q3 | $1.21M | Buy |
+49,701
| New | +$1.21M | 0.07% | 188 |
|