Golden State Wealth Management’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 |
-50
| Closed | -$1.54K | – | 1578 |
|
|
2025
Q1 | $1.54K | Hold |
50
| – | – | ﹤0.01% | 1360 |
|
|
2024
Q4 | $1.58K | Buy |
+50
| New | +$1.58K | ﹤0.01% | 1284 |
|
|
2020
Q2 | – | Sell |
-550
| Closed | -$8K | – | 267 |
|
|
2020
Q1 | $8K | Buy |
+550
| New | +$8K | ﹤0.01% | 649 |
|
|
2019
Q4 | – | Sell |
-550
| Closed | -$9K | – | 158 |
|
|
2019
Q3 | $9K | Hold |
550
| – | – | ﹤0.01% | 765 |
|
|
2019
Q2 | $9K | Hold |
550
| – | – | ﹤0.01% | 764 |
|
|
2019
Q1 | $11K | Buy |
+550
| New | +$11K | ﹤0.01% | 758 |
|