Halpern Financial’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-45
| Closed | -$812 | – | 258 |
|
|
2020
Q4 | $812 | Hold |
45
| – | – | ﹤0.01% | 189 |
|
|
2020
Q3 | $781 | Hold |
45
| – | – | ﹤0.01% | 188 |
|
|
2020
Q2 | $934 | Hold |
45
| – | – | ﹤0.01% | 163 |
|
|
2020
Q1 | $632 | Hold |
45
| – | – | ﹤0.01% | 147 |
|
|
2019
Q4 | $755 | Buy |
+45
| New | +$755 | ﹤0.01% | 173 |
|