Kiley Juergens Wealth Management’s Box BOX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-500
Closed -$11K 114
2018
Q3
$11K Hold
500
0.01% 448
2018
Q2
$12K Buy
+500
New +$12K 0.01% 407
2018
Q1
Sell
-500
Closed -$10K 149
2017
Q4
$10K Buy
+500
New +$10K 0.01% 455