Royal Capital Wealth Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,950
| Closed | -$234K | – | 93 |
|
|
2023
Q2 | $234K | Hold |
7,950
| – | – | 0.22% | 80 |
|
|
2023
Q1 | $213K | Hold |
7,950
| – | – | 0.21% | 88 |
|
|
2022
Q4 | $247K | Buy |
+7,950
| New | +$247K | 0.26% | 79 |
|
|
2022
Q2 | – | Sell |
-7,950
| Closed | -$231K | – | 96 |
|
|
2022
Q1 | $231K | Hold |
7,950
| – | – | 0.23% | 91 |
|
|
2021
Q4 | $208K | Buy |
+7,950
| New | +$208K | 0.2% | 100 |
|