Schubert & Co’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-34
| Closed | -$911 | – | 239 |
|
|
2023
Q1 | $911 | Sell |
34
-6
| -15% | -$161 | ﹤0.01% | 1228 |
|
|
2022
Q4 | $1.25K | Buy |
40
+7
| +21% | +$218 | ﹤0.01% | 1091 |
|
|
2022
Q3 | $1K | Buy |
33
+2
| +6% | +$61 | ﹤0.01% | 1021 |
|
|
2022
Q2 | $1K | Buy |
31
+14
| +82% | +$452 | ﹤0.01% | 1011 |
|
|
2022
Q1 | $0 | Buy |
17
+3
| +21% | – | ﹤0.01% | 1089 |
|
|
2021
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1024 |
|