Newbridge Financial Services Group’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-530
| Closed | -$17.3K | – | 1146 |
|
|
2024
Q3 | $17.3K | Sell |
530
-1,275
| -71% | -$41.7K | 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% | -$735 | 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% | -$5.88K | 0.03% | 416 |
|
|
2022
Q1 | $60K | Buy |
2,064
+530
| +35% | +$15.4K | 0.03% | 425 |
|
|
2021
Q4 | $40K | Sell |
1,534
-740
| -33% | -$19.3K | 0.02% | 525 |
|
|
2021
Q3 | $54K | Sell |
2,274
-14
| -0.6% | -$332 | 0.03% | 392 |
|
|
2021
Q2 | $58K | Buy |
2,288
+324
| +16% | +$8.21K | 0.04% | 393 |
|
|
2021
Q1 | $45K | Sell |
1,964
-195
| -9% | -$4.47K | 0.03% | 414 |
|
|
2020
Q4 | $39K | Buy |
2,159
+35
| +2% | +$632 | 0.03% | 384 |
|
|
2020
Q3 | $37K | Buy |
+2,124
| New | +$37K | 0.04% | 360 |
|