Optimum Investment Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$26K | – | 830 |
|
|
2021
Q2 | $26K | Hold |
1,000
| – | – | 0.01% | 619 |
|
|
2021
Q1 | $23K | Buy |
+1,000
| New | +$23K | 0.01% | 641 |
|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$14K | – | 864 |
|
|
2020
Q1 | $14K | Hold |
1,000
| – | – | 0.01% | 635 |
|
|
2019
Q4 | $17K | Hold |
1,000
| – | – | 0.01% | 697 |
|
|
2019
Q3 | $17K | Hold |
1,000
| – | – | 0.01% | 703 |
|
|
2019
Q2 | $18K | Hold |
1,000
| – | – | 0.01% | 695 |
|
|
2019
Q1 | $19K | Hold |
1,000
| – | – | 0.01% | 695 |
|
|
2018
Q4 | $17K | Hold |
1,000
| – | – | 0.01% | 675 |
|
|
2018
Q3 | $24K | Hold |
1,000
| – | – | 0.01% | 686 |
|
|
2018
Q2 | $25K | Buy |
+1,000
| New | +$25K | 0.01% | 681 |
|