New York Life Investment Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-12,600
| Closed | -$357K | – | 924 |
|
2024
Q1 | $357K | Sell |
12,600
-291
| -2% | -$8.24K | ﹤0.01% | 1256 |
|
2023
Q4 | $330K | Sell |
12,891
-399
| -3% | -$10.2K | ﹤0.01% | 1158 |
|
2023
Q3 | $322K | Sell |
13,290
-2,094
| -14% | -$50.7K | ﹤0.01% | 1086 |
|
2023
Q2 | $452K | Sell |
15,384
-2,723
| -15% | -$80K | ﹤0.01% | 805 |
|
2023
Q1 | $485K | Sell |
18,107
-1,415
| -7% | -$37.9K | 0.01% | 794 |
|
2022
Q4 | $608K | Buy |
19,522
+2,203
| +13% | +$68.6K | 0.01% | 760 |
|
2022
Q3 | $422K | Buy |
17,319
+1,272
| +8% | +$31K | 0.01% | 893 |
|
2022
Q2 | $403K | Buy |
+16,047
| New | +$403K | ﹤0.01% | 954 |
|