Harvest Group Wealth Management’s Box BOX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	$723	Hold	27	–	–	﹤0.01%	162
2022 Q4	$841	Sell	27 -12	-31%	-$374	﹤0.01%	154
2022 Q3	$1K	Hold	39	–	–	﹤0.01%	130
2022 Q2	$1K	Buy	+39	New	+$1K	﹤0.01%	141