NewEdge Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1K | Hold |
500
| – | – | ﹤0.01% | 3007 |
|
|
2025
Q1 | $15.4K | Hold |
500
| – | – | ﹤0.01% | 2949 |
|
|
2024
Q4 | $15.8K | Hold |
500
| – | – | ﹤0.01% | 2876 |
|
|
2024
Q3 | $16.4K | Hold |
500
| – | – | ﹤0.01% | 2772 |
|
|
2024
Q2 | $13.2K | Sell |
500
-13,496
| -96% | -$357K | ﹤0.01% | 2755 |
|
|
2024
Q1 | $396K | Sell |
13,996
-1,804
| -11% | -$51.1K | ﹤0.01% | 1479 |
|
|
2023
Q4 | $421K | Buy |
15,800
+1,953
| +14% | +$52K | ﹤0.01% | 1371 |
|
|
2023
Q3 | $335K | Buy |
13,847
+1,673
| +14% | +$40.5K | ﹤0.01% | 1371 |
|
|
2023
Q2 | $358K | Sell |
12,174
-13,918
| -53% | -$409K | ﹤0.01% | 1380 |
|
|
2023
Q1 | $699K | Buy |
26,092
+19,191
| +278% | +$514K | 0.01% | 963 |
|
|
2022
Q4 | $215K | Buy |
+6,901
| New | +$215K | 0.01% | 1163 |
|
|
2021
Q3 | – | Sell |
-10,145
| Closed | -$259K | – | 1142 |
|
|
2021
Q2 | $259K | Sell |
10,145
-335
| -3% | -$8.55K | 0.01% | 964 |
|
|
2021
Q1 | $241K | Sell |
10,480
-2,785
| -21% | -$64K | 0.01% | 882 |
|
|
2020
Q4 | $239K | Sell |
13,265
-2,736
| -17% | -$49.3K | 0.01% | 827 |
|
|
2020
Q3 | $278K | Sell |
16,001
-1,800
| -10% | -$31.3K | 0.01% | 735 |
|
|
2020
Q2 | $370K | Sell |
17,801
-1,107
| -6% | -$23K | 0.01% | 618 |
|
|
2020
Q1 | $265K | Buy |
+18,908
| New | +$265K | 0.01% | 635 |
|
|
2018
Q4 | – | Sell |
-12,318
| Closed | -$295K | – | 633 |
|
|
2018
Q3 | $295K | Buy |
+12,318
| New | +$295K | 0.02% | 497 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$3.61K | – | 450 |
|
|
2017
Q2 | $3.61K | Buy |
+200
| New | +$3.61K | ﹤0.01% | 1207 |
|