Jacobi Capital Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-225
| Closed | -$5K | – | 535 |
|
|
2021
Q3 | $5K | Hold |
225
| – | – | ﹤0.01% | 1184 |
|
|
2021
Q2 | $6K | Hold |
225
| – | – | ﹤0.01% | 1116 |
|
|
2021
Q1 | $5K | Hold |
225
| – | – | ﹤0.01% | 1102 |
|
|
2020
Q4 | $4K | Hold |
225
| – | – | ﹤0.01% | 1037 |
|
|
2020
Q3 | $4K | Hold |
225
| – | – | ﹤0.01% | 971 |
|
|
2020
Q2 | $5K | Hold |
225
| – | – | ﹤0.01% | 896 |
|
|
2020
Q1 | $3K | Hold |
225
| – | – | ﹤0.01% | 893 |
|
|
2019
Q4 | $4K | Hold |
225
| – | – | ﹤0.01% | 870 |
|
|
2019
Q3 | $4K | Hold |
225
| – | – | ﹤0.01% | 858 |
|
|
2019
Q2 | $4K | Buy |
+225
| New | +$4K | ﹤0.01% | 856 |
|