Pathstone Family Office’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $278K | Sell |
11,489
-3,111
| -21% | -$75.3K | ﹤0.01% | 1347 |
|
|
2023
Q2 | $429K | Sell |
14,600
-258
| -2% | -$7.58K | 0.01% | 811 |
|
|
2023
Q1 | $398K | Sell |
14,858
-34,016
| -70% | -$911K | 0.01% | 784 |
|
|
2022
Q4 | $1.01M | Sell |
48,874
-259
| -0.5% | -$5.36K | 0.01% | 791 |
|
|
2022
Q3 | $1.2M | Buy |
49,133
+25,064
| +104% | +$611K | 0.01% | 653 |
|
|
2022
Q2 | $605K | Sell |
24,069
-5,680
| -19% | -$143K | 0.01% | 500 |
|
|
2022
Q1 | $865K | Sell |
29,749
-85
| -0.3% | -$2.47K | 0.02% | 363 |
|
|
2021
Q4 | $782K | Sell |
29,834
-966
| -3% | -$25.3K | 0.02% | 399 |
|
|
2021
Q3 | $729K | Buy |
30,800
+1,247
| +4% | +$29.5K | 0.02% | 378 |
|
|
2021
Q2 | $755K | Buy |
29,553
+5,701
| +24% | +$146K | 0.02% | 346 |
|
|
2021
Q1 | $548K | Buy |
+23,852
| New | +$548K | 0.02% | 324 |
|