Harbor Investment Advisory’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,687
| Closed | -$49.6K | – | 1200 |
|
|
2023
Q2 | $49.6K | Hold |
1,687
| – | – | 0.01% | 717 |
|
|
2023
Q1 | $45.2K | Hold |
1,687
| – | – | 0.01% | 736 |
|
|
2022
Q4 | $52.5K | Hold |
1,687
| – | – | 0.01% | 683 |
|
|
2022
Q3 | $41K | Buy |
1,687
+412
| +32% | +$10K | 0.01% | 742 |
|
|
2022
Q2 | $32K | Buy |
1,275
+483
| +61% | +$12.1K | 0.01% | 798 |
|
|
2022
Q1 | $23K | Hold |
792
| – | – | ﹤0.01% | 909 |
|
|
2021
Q4 | $21K | Hold |
792
| – | – | ﹤0.01% | 916 |
|
|
2021
Q3 | $19K | Hold |
792
| – | – | ﹤0.01% | 948 |
|
|
2021
Q2 | $20K | Hold |
792
| – | – | ﹤0.01% | 897 |
|
|
2021
Q1 | $18K | Hold |
792
| – | – | ﹤0.01% | 887 |
|
|
2020
Q4 | $14K | Buy |
792
+207
| +35% | +$3.66K | ﹤0.01% | 868 |
|
|
2020
Q3 | $10K | Buy |
585
+309
| +112% | +$5.28K | ﹤0.01% | 841 |
|
|
2020
Q2 | $6K | Hold |
276
| – | – | ﹤0.01% | 838 |
|
|
2020
Q1 | $4K | Buy |
+276
| New | +$4K | ﹤0.01% | 865 |
|