EverSource Wealth Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.3K | Buy |
|
|||||
|
2025
Q1 | $3.33K | Sell |
|
|||||
|
2024
Q4 | $4.33K | Buy |
|
|||||
|
2024
Q3 | $2.65K | Buy |
|
|||||
|
2024
Q2 | $1.77K | Buy |
|
|||||
|
2024
Q1 | $1.14K | Buy |
|
|||||
|
2023
Q4 | $1.05K | Buy |
|
|||||
|
2023
Q3 | $436 | Hold |
|
|||||
|
2023
Q2 | $529 | Hold |
|
|||||
|
2023
Q1 | $482 | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $10K | Buy |
|