DiNuzzo Private Wealth’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752 | Buy |
22
+3
| +16% | +$103 | ﹤0.01% | 942 |
|
|
2025
Q1 | $587 | Hold |
19
| – | – | ﹤0.01% | 992 |
|
|
2024
Q4 | $601 | Sell |
19
-6
| -24% | -$190 | ﹤0.01% | 1021 |
|
|
2024
Q3 | $819 | Buy |
25
+8
| +47% | +$262 | ﹤0.01% | 935 |
|
|
2024
Q2 | $450 | Sell |
17
-3
| -15% | -$79 | ﹤0.01% | 1064 |
|
|
2024
Q1 | $567 | Buy |
20
+4
| +25% | +$113 | ﹤0.01% | 934 |
|
|
2023
Q4 | $410 | Buy |
+16
| New | +$410 | ﹤0.01% | 1043 |
|