Edge Wealth Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-58
| Closed | -$2K | – | 157 |
|
|
2021
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 412 |
|
|
2021
Q3 | $1K | Hold |
58
| – | – | ﹤0.01% | 475 |
|
|
2021
Q2 | $1K | Hold |
58
| – | – | ﹤0.01% | 400 |
|
|
2021
Q1 | $1K | Hold |
58
| – | – | ﹤0.01% | 396 |
|
|
2020
Q4 | $1K | Sell |
58
-825
| -93% | -$14.2K | ﹤0.01% | 342 |
|
|
2020
Q3 | $15K | Sell |
883
-500
| -36% | -$8.49K | ﹤0.01% | 286 |
|
|
2020
Q2 | $29K | Hold |
1,383
| – | – | 0.01% | 314 |
|
|
2020
Q1 | $20K | Hold |
1,383
| – | – | ﹤0.01% | 309 |
|
|
2019
Q4 | $23K | Hold |
1,383
| – | – | ﹤0.01% | 319 |
|
|
2019
Q3 | $22K | Sell |
1,383
-200
| -13% | -$3.18K | 0.01% | 319 |
|
|
2019
Q2 | $28K | Hold |
1,583
| – | – | 0.01% | 306 |
|
|
2019
Q1 | $31K | Sell |
1,583
-175
| -10% | -$3.43K | 0.01% | 280 |
|
|
2018
Q4 | $30K | Sell |
1,758
-3,675
| -68% | -$62.7K | 0.01% | 285 |
|
|
2018
Q3 | $130K | Buy |
5,433
+4,700
| +641% | +$112K | 0.03% | 180 |
|
|
2018
Q2 | $18K | Buy |
733
+433
| +144% | +$10.6K | ﹤0.01% | 357 |
|
|
2018
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 426 |
|
|
2017
Q4 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 422 |
|
|
2016
Q1 | – | Sell |
-9,900
| Closed | -$139K | – | 462 |
|
|
2015
Q4 | $139K | Buy |
+9,900
| New | +$139K | 0.05% | 121 |
|