Kestra Advisory Services’s Wallbox WBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,000
| Closed | -$122K | – | 2812 |
|
|
2024
Q3 | $122K | Hold |
5,000
| – | – | ﹤0.01% | 2433 |
|
|
2024
Q2 | $131K | Sell |
5,000
-375
| -7% | -$9.83K | ﹤0.01% | 2480 |
|
|
2024
Q1 | $153K | Hold |
5,375
| – | – | ﹤0.01% | 2329 |
|
|
2023
Q4 | $188K | Buy |
5,375
+125
| +2% | +$4.38K | ﹤0.01% | 2122 |
|
|
2023
Q3 | $236K | Buy |
+5,250
| New | +$236K | ﹤0.01% | 1828 |
|