Newbridge Financial Services Group’s Box BOX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-530	Closed	-$17.3K	–	1146
2024 Q3	$17.3K	Sell	530 -1,275	-71%	-$37.2K	0.01%	374
2024 Q2	$47.7K	Hold	1,805	–	–	0.02%	387
2024 Q1	$51.1K	Hold	1,805	–	–	0.02%	392
2023 Q4	$46.2K	Hold	1,805	–	–	0.02%	407
2023 Q3	$43.7K	Hold	1,805	–	–	0.02%	442
2023 Q2	$53K	Sell	1,805 -25	-1%	-$692	0.03%	441
2023 Q1	$49K	Hold	1,830	–	–	0.03%	473
2022 Q4	$57K	Hold	1,830	–	–	0.03%	422
2022 Q3	$45K	Hold	1,830	–	–	0.03%	473
2022 Q2	$46K	Sell	1,830 -234	-11%	-$6.54K	0.03%	416
2022 Q1	$60K	Buy	2,064 +530	+35%	+$13.9K	0.03%	425
2021 Q4	$40K	Sell	1,534 -740	-33%	-$19.1K	0.02%	525
2021 Q3	$54K	Sell	2,274 -14	-0.6%	-$344	0.03%	392
2021 Q2	$58K	Buy	2,288 +324	+16%	+$7.55K	0.04%	393
2021 Q1	$45K	Sell	1,964 -195	-9%	-$3.8K	0.03%	414
2020 Q4	$39K	Buy	2,159 +35	+2%	+$610	0.03%	384
2020 Q3	$37K	Buy	+2,124	New	+$39.2K	0.04%	360