Glassman Wealth Services’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 |
-57
| Closed | -$1.38K | – | 1981 |
|
|
2023
Q3 | $1.38K | Buy |
57
+12
| +27% | +$291 | ﹤0.01% | 1451 |
|
|
2023
Q2 | $1.32K | Sell |
45
-3
| -6% | -$88 | ﹤0.01% | 1366 |
|
|
2023
Q1 | $1.29K | Sell |
48
-7
| -13% | -$188 | ﹤0.01% | 1353 |
|
|
2022
Q4 | $1.71K | Buy |
55
+5
| +10% | +$156 | ﹤0.01% | 1292 |
|
|
2022
Q3 | $1K | Buy |
50
+31
| +163% | +$620 | ﹤0.01% | 1342 |
|
|
2022
Q2 | $0 | Buy |
19
+5
| +36% | – | ﹤0.01% | 1686 |
|
|
2022
Q1 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1659 |
|