Sound Income Strategies’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-40
| Closed | -$1.31K | – | 1487 |
|
|
2024
Q3 | $1.31K | Hold |
40
| – | – | ﹤0.01% | 1202 |
|
|
2024
Q2 | $1.06K | Hold |
40
| – | – | ﹤0.01% | 1195 |
|
|
2024
Q1 | $1.13K | Hold |
40
| – | – | ﹤0.01% | 1157 |
|
|
2023
Q4 | $1.02K | Hold |
40
| – | – | ﹤0.01% | 1163 |
|
|
2023
Q3 | $968 | Hold |
40
| – | – | ﹤0.01% | 1006 |
|
|
2023
Q2 | $1.18K | Hold |
40
| – | – | ﹤0.01% | 953 |
|
|
2023
Q1 | $1.07K | Hold |
40
| – | – | ﹤0.01% | 924 |
|
|
2022
Q4 | $1.25K | Hold |
40
| – | – | ﹤0.01% | 833 |
|
|
2022
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 760 |
|
|
2022
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 779 |
|
|
2022
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 773 |
|
|
2021
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 753 |
|
|
2021
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 729 |
|
|
2021
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 766 |
|
|
2021
Q1 | – | Sell |
-60
| Closed | -$1K | – | 963 |
|
|
2020
Q4 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 753 |
|