DiNuzzo Private Wealth’s Box BOX Stock Holding History

DiNuzzo Private Wealth’s Portfolio BOX Stock Details BOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$653	Sell
2025 Q2	$752	Buy
2025 Q1	$587	Hold
2024 Q4	$601	Sell
2024 Q3	$819	Buy
2024 Q2	$450	Sell
2024 Q1	$567	Buy
2023 Q4	$410	Buy