SeaCrest Wealth Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,661
| Closed | -$67K | – | 742 |
|
|
2022
Q2 | $67K | Buy |
+2,661
| New | +$67K | 0.01% | 1003 |
|
|
2019
Q2 | – | Sell |
-4,841
| Closed | -$93K | – | 687 |
|
|
2019
Q1 | $93K | Sell |
4,841
-350
| -7% | -$6.72K | 0.02% | 713 |
|
|
2018
Q4 | $88K | Sell |
5,191
-3,246
| -38% | -$55K | 0.02% | 704 |
|
|
2018
Q3 | $202K | Sell |
8,437
-1,328
| -14% | -$31.8K | 0.03% | 499 |
|
|
2018
Q2 | $244K | Buy |
9,765
+8,243
| +542% | +$206K | 0.04% | 424 |
|
|
2018
Q1 | $31K | Sell |
1,522
-1,250
| -45% | -$25.5K | 0.01% | 1155 |
|
|
2017
Q4 | $59K | Buy |
+2,772
| New | +$59K | 0.01% | 894 |
|