FinTrust Capital Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.55K | Hold |
200
| – | – | ﹤0.01% | 1025 |
|
|
2024
Q2 | $5.29K | Hold |
200
| – | – | ﹤0.01% | 1005 |
|
|
2024
Q1 | $5.66K | Sell |
200
-516
| -72% | -$14.6K | ﹤0.01% | 945 |
|
|
2023
Q4 | $18.3K | Sell |
716
-450
| -39% | -$11.5K | ﹤0.01% | 695 |
|
|
2023
Q3 | $28.2K | Buy |
1,166
+115
| +11% | +$2.78K | 0.01% | 583 |
|
|
2023
Q2 | $32.7K | Hold |
1,051
| – | – | 0.01% | 524 |
|
|
2023
Q1 | $32.7K | Hold |
1,051
| – | – | 0.01% | 523 |
|
|
2022
Q4 | $32.7K | Hold |
1,051
| – | – | 0.01% | 523 |
|
|
2022
Q3 | $29K | Buy |
1,051
+46
| +5% | +$1.27K | 0.01% | 628 |
|
|
2022
Q2 | $28K | Buy |
1,005
+167
| +20% | +$4.65K | 0.01% | 643 |
|
|
2022
Q1 | $24K | Buy |
+838
| New | +$24K | 0.01% | 708 |
|
|
2021
Q4 | – | Sell |
-90
| Closed | -$2K | – | 1186 |
|
|
2021
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 1080 |
|
|
2021
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 1091 |
|
|
2021
Q1 | $2K | Hold |
90
| – | – | ﹤0.01% | 1079 |
|
|
2020
Q4 | $2K | Hold |
90
| – | – | ﹤0.01% | 1001 |
|
|
2020
Q3 | $2 | Buy |
+90
| New | +$2 | ﹤0.01% | 1047 |
|