Keebeck Wealth Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-25,000
| Closed | -$629K | – | 228 |
|
|
2022
Q2 | $629K | Hold |
25,000
| – | – | 0.12% | 133 |
|
|
2022
Q1 | $727K | Hold |
25,000
| – | – | 0.12% | 133 |
|
|
2021
Q4 | $655K | Hold |
25,000
| – | – | 0.12% | 126 |
|
|
2021
Q3 | $592K | Sell |
25,000
-20,000
| -44% | -$474K | 0.12% | 129 |
|
|
2021
Q2 | $1.15M | Hold |
45,000
| – | – | 0.17% | 109 |
|
|
2021
Q1 | $1.03M | Hold |
45,000
| – | – | 0.16% | 106 |
|
|
2020
Q4 | $812K | Sell |
45,000
-500
| -1% | -$9.02K | 0.14% | 115 |
|
|
2020
Q3 | $789K | Hold |
45,500
| – | – | 0.16% | 96 |
|
|
2020
Q2 | $944K | Buy |
45,500
+500
| +1% | +$10.4K | 0.3% | 67 |
|
|
2020
Q1 | $631K | Buy |
45,000
+25,000
| +125% | +$351K | 0.26% | 77 |
|
|
2019
Q4 | $335K | Buy |
+20,000
| New | +$335K | 0.11% | 112 |
|