EverSource Wealth Advisors’s Box BOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.3K | Buy |
2,263
+2,155
| +1,995% | +$73.6K | ﹤0.01% | 1341 |
|
|
2025
Q1 | $3.33K | Sell |
108
-29
| -21% | -$895 | ﹤0.01% | 2684 |
|
|
2024
Q4 | $4.33K | Buy |
137
+56
| +69% | +$1.77K | ﹤0.01% | 2418 |
|
|
2024
Q3 | $2.65K | Buy |
81
+18
| +29% | +$589 | ﹤0.01% | 2446 |
|
|
2024
Q2 | $1.77K | Buy |
63
+19
| +43% | +$534 | ﹤0.01% | 2586 |
|
|
2024
Q1 | $1.14K | Buy |
44
+3
| +7% | +$78 | ﹤0.01% | 2541 |
|
|
2023
Q4 | $1.05K | Buy |
41
+23
| +128% | +$589 | ﹤0.01% | 2388 |
|
|
2023
Q3 | $436 | Hold |
18
| – | – | ﹤0.01% | 2404 |
|
|
2023
Q2 | $529 | Hold |
18
| – | – | ﹤0.01% | 2345 |
|
|
2023
Q1 | $482 | Buy |
+18
| New | +$482 | ﹤0.01% | 2232 |
|
|
2022
Q4 | – | Sell |
-403
| Closed | -$10K | – | 2318 |
|
|
2022
Q3 | $10K | Buy |
+403
| New | +$10K | ﹤0.01% | 1127 |
|