DC Investments Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Hold |
15,664
| – | – | 0.22% | 65 |
|
|
2025
Q1 | $483K | Buy |
15,664
+5,285
| +51% | +$163K | 0.25% | 66 |
|
|
2024
Q4 | $328K | Hold |
10,379
| – | – | 0.21% | 73 |
|
|
2024
Q3 | $340K | Hold |
10,379
| – | – | 0.24% | 70 |
|
|
2024
Q2 | $274K | Hold |
10,379
| – | – | 0.23% | 77 |
|
|
2024
Q1 | $294K | Hold |
10,379
| – | – | 0.24% | 82 |
|
|
2023
Q4 | $266K | Hold |
10,379
| – | – | 0.27% | 69 |
|
|
2023
Q3 | $251K | Hold |
10,379
| – | – | 0.32% | 75 |
|
|
2023
Q2 | $305K | Hold |
10,379
| – | – | 0.35% | 65 |
|
|
2023
Q1 | $278K | Buy |
+10,379
| New | +$278K | 0.33% | 74 |
|