Laird Norton Wetherby Wealth Management’s Box BOX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-28,802
Closed -$592K 646
2018
Q1
$592K Hold
28,802
0.08% 293
2017
Q4
$608K Sell
28,802
-17,536
-38% -$370K 0.08% 294
2017
Q3
$895K Buy
+46,338
New +$871K 0.13% 182
2017
Q2
Sell
-13,280
Closed -$217K 569
2017
Q1
$217K Sell
13,280
-15,586
-54% -$264K 0.04% 504
2016
Q4
$400K Sell
28,866
-39,387
-58% -$583K 0.08% 321
2016
Q3
$1.08M Sell
68,253
-10,187
-13% -$129K 0.22% 102
2016
Q2
$811K Sell
78,440
-32,045
-29% -$383K 0.18% 125
2016
Q1
$1.35M Sell
110,485
-25,468
-19% -$289K 0.32% 64
2015
Q4
$1.9M Sell
135,953
-35,366
-21% -$464K 0.46% 49
2015
Q3
$2.15M Buy
+171,319
New +$2.55M 0.55% 35

Other funds holding BOX