Nisa Investment 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 | $102K | Sell |
2,991
-202
| -6% | -$6.9K | ﹤0.01% | 1388 |
|
|
2025
Q1 | $98.5K | Buy |
3,193
+182
| +6% | +$5.62K | ﹤0.01% | 1409 |
|
|
2024
Q4 | $95.1K | Buy |
3,011
+195
| +7% | +$6.16K | ﹤0.01% | 1486 |
|
|
2024
Q3 | $92.2K | Buy |
2,816
+189
| +7% | +$6.19K | ﹤0.01% | 1469 |
|
|
2024
Q2 | $69.5K | Buy |
2,627
+632
| +32% | +$16.7K | ﹤0.01% | 1566 |
|
|
2024
Q1 | $56.5K | Buy |
1,995
+105
| +6% | +$2.97K | ﹤0.01% | 1624 |
|
|
2023
Q4 | $48.4K | Sell |
1,890
-2,310
| -55% | -$59.2K | ﹤0.01% | 1647 |
|
|
2023
Q3 | $102K | Buy |
4,200
+18
| +0.4% | +$436 | ﹤0.01% | 1499 |
|
|
2023
Q2 | $123K | Hold |
4,182
| – | – | ﹤0.01% | 1459 |
|
|
2023
Q1 | $112K | Sell |
4,182
-94,260
| -96% | -$2.52M | ﹤0.01% | 1472 |
|
|
2022
Q4 | $3.06M | Buy |
98,442
+94,000
| +2,116% | +$2.93M | 0.02% | 594 |
|
|
2022
Q3 | $129K | Buy |
4,442
+92
| +2% | +$2.67K | ﹤0.01% | 1400 |
|
|
2022
Q2 | $109K | Hold |
4,350
| – | – | ﹤0.01% | 1475 |
|
|
2022
Q1 | $126K | Buy |
4,350
+1,060
| +32% | +$30.7K | ﹤0.01% | 1543 |
|
|
2021
Q4 | $86K | Sell |
3,290
-910
| -22% | -$23.8K | ﹤0.01% | 1571 |
|
|
2021
Q3 | $99 | Hold |
4,200
| – | – | ﹤0.01% | 1705 |
|
|
2021
Q2 | $107 | Sell |
4,200
-1,680
| -29% | -$43 | ﹤0.01% | 1654 |
|
|
2021
Q1 | $135 | Hold |
5,880
| – | – | ﹤0.01% | 1626 |
|
|
2020
Q4 | $106K | Buy |
5,880
+900
| +18% | +$16.2K | ﹤0.01% | 1709 |
|
|
2020
Q3 | $86K | Buy |
4,980
+3,690
| +286% | +$63.7K | ﹤0.01% | 1587 |
|
|
2020
Q2 | $27K | Buy |
1,290
+20
| +2% | +$419 | ﹤0.01% | 1711 |
|
|
2020
Q1 | $18K | Sell |
1,270
-740
| -37% | -$10.5K | ﹤0.01% | 1722 |
|
|
2019
Q4 | $34K | Buy |
2,010
+1,080
| +116% | +$18.3K | ﹤0.01% | 1594 |
|
|
2019
Q3 | $15K | Buy |
930
+260
| +39% | +$4.19K | ﹤0.01% | 1680 |
|
|
2019
Q2 | $12K | Hold |
670
| – | – | ﹤0.01% | 1705 |
|
|
2019
Q1 | $13K | Hold |
670
| – | – | ﹤0.01% | 1681 |
|
|
2018
Q4 | $11K | Hold |
670
| – | – | ﹤0.01% | 1621 |
|
|
2018
Q3 | $16K | Buy |
+670
| New | +$16K | ﹤0.01% | 1584 |
|