Edgestream Partners’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-294,887
| Closed | -$9.1M | – | 855 |
|
|
2025
Q1 | $9.1M | Buy |
294,887
+210,350
| +249% | +$6.49M | 0.31% | 52 |
|
|
2024
Q4 | $2.67M | Buy |
+84,537
| New | +$2.67M | 0.11% | 329 |
|
|
2024
Q2 | – | Sell |
-14,085
| Closed | -$399K | – | 860 |
|
|
2024
Q1 | $399K | Buy |
+14,085
| New | +$399K | 0.02% | 680 |
|
|
2023
Q4 | – | Sell |
-84,291
| Closed | -$2.04M | – | 843 |
|
|
2023
Q3 | $2.04M | Buy |
+84,291
| New | +$2.04M | 0.16% | 184 |
|