Huber Financial Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $666K | Hold |
47,470
| – | – | 0.25% | 48 |
|
|
2019
Q4 | $797K | Hold |
47,470
| – | – | 0.28% | 50 |
|
|
2019
Q3 | $786K | Hold |
47,470
| – | – | 0.31% | 42 |
|
|
2019
Q2 | $836K | Hold |
47,470
| – | – | 0.36% | 40 |
|
|
2019
Q1 | $917K | Hold |
47,470
| – | – | 0.45% | 34 |
|
|
2018
Q4 | $801K | Buy |
47,470
+8,190
| +21% | +$138K | 0.44% | 33 |
|
|
2018
Q3 | $939K | Hold |
39,280
| – | – | 0.72% | 28 |
|
|
2018
Q2 | $981K | Hold |
39,280
| – | – | 0.89% | 21 |
|
|
2018
Q1 | $807K | Buy |
+39,280
| New | +$807K | 0.79% | 25 |
|