Pathstone Family Office’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $429K | Sell |
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|
2023
Q1 | $398K | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $605K | Sell |
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|
2022
Q1 | $865K | Sell |
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|
2021
Q4 | $782K | Sell |
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|
2021
Q3 | $729K | Buy |
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|
2021
Q2 | $755K | Buy |
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|
2021
Q1 | $548K | Buy |
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