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Evergreen Private Wealth’s Box BOX Stock Holding History

Evergreen Private Wealth’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7
Closed -$179 – 211
2023
Q4 		$179 Buy
+7
New +$179 ﹤0.01% 221