James Investment Research’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,163
| Closed | -$85K | – | 313 |
|
|
2023
Q1 | $85K | Buy |
3,163
+2,305
| +269% | +$61.9K | 0.01% | 315 |
|
|
2022
Q4 | $27K | Buy |
+858
| New | +$27K | ﹤0.01% | 417 |
|
|
2018
Q2 | – | Sell |
-4,355
| Closed | -$89K | – | 800 |
|
|
2018
Q1 | $89K | Buy |
+4,355
| New | +$89K | ﹤0.01% | 613 |
|