Moody Aldrich Partners’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-175,721
| Closed | -$3.39M | – | 122 |
|
|
2019
Q1 | $3.39M | Buy |
175,721
+27,184
| +18% | +$525K | 0.95% | 51 |
|
|
2018
Q4 | $2.51M | Sell |
148,537
-12,185
| -8% | -$206K | 0.82% | 50 |
|
|
2018
Q3 | $3.84M | Buy |
160,722
+25,717
| +19% | +$615K | 1.11% | 38 |
|
|
2018
Q2 | $3.37M | Buy |
+135,005
| New | +$3.37M | 1.2% | 35 |
|