Gradient Investments’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-200
| Closed | -$3K | – | 1099 |
|
|
2019
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 876 |
|
|
2019
Q3 | $3K | Buy |
200
+126
| +170% | +$1.89K | ﹤0.01% | 858 |
|
|
2019
Q2 | $1K | Hold |
74
| – | – | ﹤0.01% | 927 |
|
|
2019
Q1 | $1K | Sell |
74
-40,803
| -100% | -$551K | ﹤0.01% | 779 |
|
|
2018
Q4 | $690K | Sell |
40,877
-3,224
| -7% | -$54.4K | 0.04% | 157 |
|
|
2018
Q3 | $1.05M | Buy |
+44,101
| New | +$1.05M | 0.05% | 156 |
|
|
2016
Q2 | – | Sell |
-28,954
| Closed | -$355K | – | 715 |
|
|
2016
Q1 | $355K | Buy |
+28,954
| New | +$355K | 0.04% | 128 |
|