Lyell Wealth Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,480
| Closed | -$177K | – | 121 |
|
|
2018
Q4 | $177K | Buy |
+10,480
| New | +$177K | 0.07% | 105 |
|
|
2018
Q1 | – | Sell |
-12,173
| Closed | -$257K | – | 109 |
|
|
2017
Q4 | $257K | Hold |
12,173
| – | – | 0.1% | 96 |
|
|
2017
Q3 | $235K | Sell |
12,173
-10,442
| -46% | -$202K | 0.1% | 99 |
|
|
2017
Q2 | $412K | Sell |
22,615
-10,000
| -31% | -$182K | 0.2% | 79 |
|
|
2017
Q1 | $532K | Buy |
32,615
+3,283
| +11% | +$53.6K | 0.29% | 73 |
|
|
2016
Q4 | $407K | Buy |
+29,332
| New | +$407K | 0.25% | 76 |
|