Everence Capital Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
6,690
-2,560
| -28% | -$87.6K | 0.01% | 698 |
|
|
2025
Q1 | $285K | Sell |
9,250
-3,080
| -25% | -$94.9K | 0.02% | 586 |
|
|
2024
Q4 | $390K | Sell |
12,330
-3,160
| -20% | -$100K | 0.03% | 458 |
|
|
2024
Q3 | $507K | Buy |
15,490
+6,920
| +81% | +$226K | 0.03% | 424 |
|
|
2024
Q2 | $223 | Hold |
8,570
| – | – | 0.02% | 648 |
|
|
2024
Q1 | $243 | Buy |
+8,570
| New | +$243 | 0.02% | 643 |
|