Glass Jacobson Investment Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,400
| Closed | -$44.2K | – | 597 |
|
|
2025
Q1 | $44.2K | Hold |
1,400
| – | – | 0.01% | 388 |
|
|
2024
Q4 | $44.2K | Hold |
1,400
| – | – | 0.01% | 388 |
|
|
2024
Q3 | $45.8K | Hold |
1,400
| – | – | 0.02% | 369 |
|
|
2024
Q2 | $37K | Hold |
1,400
| – | – | 0.01% | 388 |
|
|
2024
Q1 | $39.6K | Hold |
1,400
| – | – | 0.01% | 378 |
|
|
2023
Q4 | $35.9K | Hold |
1,400
| – | – | 0.01% | 370 |
|
|
2023
Q3 | $33.9K | Hold |
1,400
| – | – | 0.02% | 358 |
|
|
2023
Q2 | $41.1K | Buy |
+1,400
| New | +$41.1K | 0.02% | 345 |
|
|
2022
Q4 | $43.6K | Buy |
+1,400
| New | +$43.6K | 0.02% | 355 |
|