SDWIA
BOXD

Schwarz Dygos Wheeler Investment Advisors’s Boxed, Inc. BOXD Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio BOXD Stock Details BOXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16,057
Closed -$3.05K – 146
2023
Q1 		$3.05K Hold
16,057
– – ﹤0.01% 136
2022
Q4 		$3.13K Hold
16,057
– – ﹤0.01% 131
2022
Q3 		$15K Hold
16,057
– – 0.01% 116
2022
Q2 		$30K Buy
+16,057
New +$30K 0.01% 126