JFS Wealth Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84K | Buy |
83
+9
| +12% | +$308 | ﹤0.01% | 1289 |
|
|
2025
Q1 | $2.28K | Buy |
74
+4
| +6% | +$123 | ﹤0.01% | 1420 |
|
|
2024
Q4 | $2.21K | Hold |
70
| – | – | ﹤0.01% | 1437 |
|
|
2024
Q3 | $2.29K | Buy |
70
+2
| +3% | +$65 | ﹤0.01% | 1426 |
|
|
2024
Q2 | $1.8K | Hold |
68
| – | – | ﹤0.01% | 1472 |
|
|
2024
Q1 | $1.93K | Sell |
68
-11
| -14% | -$312 | ﹤0.01% | 1455 |
|
|
2023
Q4 | $2.02K | Buy |
79
+15
| +23% | +$384 | ﹤0.01% | 1428 |
|
|
2023
Q3 | $1.55K | Sell |
64
-7
| -10% | -$170 | ﹤0.01% | 1459 |
|
|
2023
Q2 | $2.09K | Sell |
71
-7
| -9% | -$206 | ﹤0.01% | 1372 |
|
|
2023
Q1 | $2.09K | Buy |
78
+14
| +22% | +$375 | ﹤0.01% | 1343 |
|
|
2022
Q4 | $1.99K | Sell |
64
-6
| -9% | -$187 | ﹤0.01% | 1374 |
|
|
2022
Q3 | $2K | Buy |
70
+33
| +89% | +$943 | ﹤0.01% | 1285 |
|
|
2022
Q2 | $1K | Sell |
37
-21
| -36% | -$568 | ﹤0.01% | 1475 |
|
|
2022
Q1 | $2K | Buy |
58
+39
| +205% | +$1.35K | ﹤0.01% | 1379 |
|
|
2021
Q4 | $0 | Buy |
+19
| New | – | ﹤0.01% | 1722 |
|
|
2020
Q4 | – | Sell |
-425
| Closed | -$7K | – | 577 |
|
|
2020
Q3 | $7K | Hold |
425
| – | – | ﹤0.01% | 415 |
|
|
2020
Q2 | $9K | Buy |
+425
| New | +$9K | ﹤0.01% | 389 |
|