Lenox Wealth Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $21K | Hold |
1,023
| – | – | 0.01% | 342 |
|
|
2020
Q1 | $14K | Hold |
1,023
| – | – | ﹤0.01% | 353 |
|
|
2019
Q4 | $17K | Hold |
1,023
| – | – | ﹤0.01% | 371 |
|
|
2019
Q3 | $16K | Hold |
1,023
| – | – | ﹤0.01% | 389 |
|
|
2019
Q2 | $18K | Hold |
1,023
| – | – | 0.01% | 356 |
|
|
2019
Q1 | $20K | Hold |
1,023
| – | – | 0.01% | 351 |
|
|
2018
Q4 | $17K | Hold |
1,023
| – | – | 0.01% | 314 |
|
|
2018
Q3 | $24K | Buy |
1,023
+380
| +59% | +$8.92K | 0.01% | 299 |
|
|
2018
Q2 | $16K | Buy |
643
+396
| +160% | +$9.85K | 0.01% | 321 |
|
|
2018
Q1 | $5K | Buy |
247
+22
| +10% | +$445 | ﹤0.01% | 399 |
|
|
2017
Q4 | $5K | Buy |
225
+20
| +10% | +$444 | ﹤0.01% | 419 |
|
|
2017
Q3 | $3K | Buy |
205
+20
| +11% | +$293 | ﹤0.01% | 456 |
|
|
2017
Q2 | $3K | Buy |
+185
| New | +$3K | ﹤0.01% | 444 |
|