Fortaleza Asset Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,615
| Closed | -$245K | – | 92 |
|
|
2017
Q4 | $245K | Hold |
11,615
| – | – | 1.54% | 15 |
|
|
2017
Q3 | $224K | Hold |
11,615
| – | – | 0.41% | 73 |
|
|
2017
Q2 | $212K | Buy |
11,615
+5,375
| +86% | +$98.1K | 0.4% | 78 |
|
|
2017
Q1 | $102K | Hold |
6,240
| – | – | 0.21% | 130 |
|
|
2016
Q4 | $86K | Buy |
+6,240
| New | +$86K | 0.18% | 137 |
|