FDx Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,576
| Closed | -$232K | – | 677 |
|
|
2023
Q3 | $232K | Sell |
9,576
-1,264
| -12% | -$30.6K | 0.02% | 557 |
|
|
2023
Q2 | $318K | Buy |
10,840
+1,280
| +13% | +$37.6K | 0.02% | 568 |
|
|
2023
Q1 | $298K | Hold |
9,560
| – | – | 0.01% | 567 |
|
|
2022
Q4 | $298K | Hold |
9,560
| – | – | 0.01% | 567 |
|
|
2022
Q3 | $233K | Sell |
9,560
-369
| -4% | -$8.99K | 0.01% | 643 |
|
|
2022
Q2 | $250K | Buy |
9,929
+642
| +7% | +$16.2K | 0.01% | 695 |
|
|
2022
Q1 | $270K | Buy |
9,287
+871
| +10% | +$25.3K | 0.01% | 693 |
|
|
2021
Q4 | $220K | Buy |
+8,416
| New | +$220K | 0.01% | 805 |
|