Ellevest Inc’s Box BOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-31
| Closed | -$830 | – | 543 |
|
2023
Q1 | $830 | Sell |
31
-56
| -64% | -$1.5K | ﹤0.01% | 1606 |
|
2022
Q4 | $2.71K | Buy |
87
+32
| +58% | +$996 | ﹤0.01% | 1329 |
|
2022
Q3 | $1K | Buy |
55
+16
| +41% | +$291 | ﹤0.01% | 1428 |
|
2022
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 1214 |
|
2022
Q1 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1264 |
|
2021
Q1 | – | Sell |
-40
| Closed | -$1K | – | 1263 |
|
2020
Q4 | $1K | Buy |
40
+33
| +471% | +$825 | ﹤0.01% | 1036 |
|
2020
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1146 |
|