Next Financial Group’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$18K | – | 2528 |
|
|
2020
Q4 | $18K | Buy |
+1,000
| New | +$18K | ﹤0.01% | 1571 |
|
|
2019
Q4 | – | Sell |
-72
| Closed | -$1K | – | 2364 |
|
|
2019
Q3 | $1K | Hold |
72
| – | – | ﹤0.01% | 2199 |
|
|
2019
Q2 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 2192 |
|
|
2016
Q1 | – | Sell |
-737
| Closed | -$10K | – | 1731 |
|
|
2015
Q4 | $10K | Buy |
737
+200
| +37% | +$2.71K | ﹤0.01% | 1162 |
|
|
2015
Q3 | $6K | Sell |
537
-30
| -5% | -$335 | ﹤0.01% | 1358 |
|
|
2015
Q2 | $10K | Hold |
567
| – | – | ﹤0.01% | 1249 |
|
|
2015
Q1 | $11K | Buy |
+567
| New | +$11K | ﹤0.01% | 1192 |
|