Pinnacle Wealth Planning Services’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,924
| Closed | -$278K | – | 475 |
|
|
2022
Q4 | $278K | Buy |
8,924
+172
| +2% | +$5.35K | 0.05% | 282 |
|
|
2022
Q3 | $213K | Buy |
8,752
+120
| +1% | +$2.92K | 0.04% | 311 |
|
|
2022
Q2 | $217K | Buy |
8,632
+497
| +6% | +$12.5K | 0.04% | 326 |
|
|
2022
Q1 | $236K | Buy |
+8,135
| New | +$236K | 0.04% | 330 |
|
|
2021
Q1 | – | Sell |
-2,148
| Closed | -$39K | – | 558 |
|
|
2020
Q4 | $39K | Buy |
+2,148
| New | +$39K | 0.01% | 899 |
|