Howe & Rusling’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-163
| Closed | -$3K | – | 932 |
|
|
2020
Q3 | $3K | Buy |
163
+33
| +25% | +$607 | ﹤0.01% | 632 |
|
|
2020
Q2 | $3K | Buy |
+130
| New | +$3K | ﹤0.01% | 600 |
|
|
2020
Q1 | – | Sell |
-157
| Closed | -$3K | – | 781 |
|
|
2019
Q4 | $3K | Hold |
157
| – | – | ﹤0.01% | 609 |
|
|
2019
Q3 | $3K | Hold |
157
| – | – | ﹤0.01% | 616 |
|
|
2019
Q2 | $3K | Hold |
157
| – | – | ﹤0.01% | 588 |
|
|
2019
Q1 | $3K | Sell |
157
-36
| -19% | -$688 | ﹤0.01% | 596 |
|
|
2018
Q4 | $3K | Sell |
193
-50
| -21% | -$777 | ﹤0.01% | 601 |
|
|
2018
Q3 | $6K | Buy |
243
+193
| +386% | +$4.77K | ﹤0.01% | 578 |
|
|
2018
Q2 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 721 |
|