Marcus Capital’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $208K | Sell |
8,700
-4,050
| -32% | -$96.8K | 0.61% | 42 |
|
|
2018
Q2 | $319K | Sell |
12,750
-1,200
| -9% | -$30K | 1.01% | 34 |
|
|
2018
Q1 | $287K | Sell |
13,950
-7,800
| -36% | -$160K | 1.06% | 30 |
|
|
2017
Q4 | $459K | Sell |
21,750
-79,300
| -78% | -$1.67M | 1.76% | 24 |
|
|
2017
Q3 | $1.95M | Sell |
101,050
-75,700
| -43% | -$1.46M | 2.77% | 15 |
|
|
2017
Q2 | $3.22M | Buy |
176,750
+400
| +0.2% | +$7.3K | 2.76% | 11 |
|
|
2017
Q1 | $2.88M | Buy |
176,350
+27,350
| +18% | +$446K | 2.68% | 18 |
|
|
2016
Q4 | $2.07M | Buy |
149,000
+30,100
| +25% | +$417K | 2.23% | 23 |
|
|
2016
Q3 | $1.87M | Buy |
118,900
+700
| +0.6% | +$11K | 1.8% | 26 |
|
|
2016
Q2 | $1.22M | Buy |
118,200
+700
| +0.6% | +$7.24K | 1.29% | 38 |
|
|
2016
Q1 | $1.44M | Buy |
117,500
+300
| +0.3% | +$3.68K | 1.59% | 30 |
|
|
2015
Q4 | $1.64M | Buy |
+117,200
| New | +$1.64M | 1.74% | 27 |
|