Disciplined Investments’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 |
-19
| Closed | -$558 | – | 294 |
|
|
2023
Q2 | $558 | Buy |
19
+2
| +12% | +$59 | ﹤0.01% | 1189 |
|
|
2023
Q1 | $455 | Sell |
17
-2
| -11% | -$54 | ﹤0.01% | 1259 |
|
|
2022
Q4 | $591 | Buy |
19
+1
| +6% | +$31 | ﹤0.01% | 1127 |
|
|
2022
Q3 | $0 | Buy |
18
+4
| +29% | – | ﹤0.01% | 1254 |
|
|
2022
Q2 | $0 | Sell |
14
-2
| -13% | – | ﹤0.01% | 1282 |
|
|
2022
Q1 | $0 | Buy |
+16
| New | – | ﹤0.01% | 1354 |
|