Next Century Growth Investors’s Box BOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-347,683
| Closed | -$7.34M | – | 141 |
|
2017
Q4 | $7.34M | Sell |
347,683
-29,833
| -8% | -$630K | 0.91% | 35 |
|
2017
Q3 | $7.29M | Sell |
377,516
-133,621
| -26% | -$2.58M | 0.87% | 36 |
|
2017
Q2 | $9.32M | Sell |
511,137
-168,793
| -25% | -$3.08M | 0.89% | 38 |
|
2017
Q1 | $11.1M | Sell |
679,930
-248,587
| -27% | -$4.05M | 0.94% | 37 |
|
2016
Q4 | $12.9M | Buy |
928,517
+180,117
| +24% | +$2.5M | 0.79% | 48 |
|
2016
Q3 | $11.8M | Buy |
+748,400
| New | +$11.8M | 0.54% | 67 |
|