Frontier Wealth Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-37,200
| Closed | -$950K | – | 425 |
|
|
2021
Q2 | $950K | Sell |
37,200
-1,640
| -4% | -$41.9K | 0.07% | 188 |
|
|
2021
Q1 | $892K | Sell |
38,840
-300
| -0.8% | -$6.89K | 0.07% | 180 |
|
|
2020
Q4 | $706K | Sell |
39,140
-200
| -0.5% | -$3.61K | 0.06% | 192 |
|
|
2020
Q3 | $683K | Sell |
39,340
-180
| -0.5% | -$3.13K | 0.06% | 183 |
|
|
2020
Q2 | $820K | Sell |
39,520
-970
| -2% | -$20.1K | 0.08% | 161 |
|
|
2020
Q1 | $568K | Buy |
40,490
+11,230
| +38% | +$158K | 0.09% | 169 |
|
|
2019
Q4 | $491K | Sell |
29,260
-57,230
| -66% | -$960K | 0.08% | 185 |
|
|
2019
Q3 | $1.43M | Buy |
86,490
+38,550
| +80% | +$638K | 0.21% | 101 |
|
|
2019
Q2 | $844K | Sell |
47,940
-5,650
| -11% | -$99.5K | 0.12% | 133 |
|
|
2019
Q1 | $1.04M | Buy |
53,590
+36,600
| +215% | +$707K | 0.14% | 147 |
|
|
2018
Q4 | $287K | Buy |
+16,990
| New | +$287K | 0.04% | 265 |
|