Intellectus Partners’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,356
| Closed | -$28K | – | 582 |
|
|
2018
Q1 | $28K | Sell |
1,356
-1,300
| -49% | -$26.8K | 0.01% | 391 |
|
|
2017
Q4 | $56K | Hold |
2,656
| – | – | 0.02% | 316 |
|
|
2017
Q3 | $51K | Hold |
2,656
| – | – | 0.02% | 379 |
|
|
2017
Q2 | $48K | Hold |
2,656
| – | – | 0.02% | 377 |
|
|
2017
Q1 | $43K | Hold |
2,656
| – | – | 0.02% | 352 |
|
|
2016
Q4 | $37K | Buy |
+2,656
| New | +$37K | 0.02% | 368 |
|