Joseph P. Lucia & Associates’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-100
| Closed | -$2K | – | 125 |
|
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 426 |
|
|
2020
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 412 |
|
|
2019
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 403 |
|
|
2019
Q3 | $2K | Sell |
100
-300
| -75% | -$6K | ﹤0.01% | 409 |
|
|
2019
Q2 | $7K | Sell |
400
-7,404
| -95% | -$130K | 0.01% | 335 |
|
|
2019
Q1 | $400 | Buy |
+7,804
| New | +$400 | 0.03% | 176 |
|