Sowell Financial Services’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,789
| Closed | -$58K | – | 814 |
|
|
2021
Q1 | $58K | Sell |
2,789
-1,148
| -29% | -$23.9K | ﹤0.01% | 1592 |
|
|
2020
Q4 | $71K | Buy |
3,937
+236
| +6% | +$4.26K | ﹤0.01% | 1274 |
|
|
2020
Q3 | $64K | Buy |
3,701
+1,163
| +46% | +$20.1K | ﹤0.01% | 1126 |
|
|
2020
Q2 | $53K | Sell |
2,538
-2,069
| -45% | -$43.2K | ﹤0.01% | 1149 |
|
|
2020
Q1 | $65K | Sell |
4,607
-29,201
| -86% | -$412K | ﹤0.01% | 960 |
|
|
2019
Q4 | $567K | Buy |
33,808
+3,343
| +11% | +$56.1K | 0.04% | 415 |
|
|
2019
Q3 | $505K | Buy |
+30,465
| New | +$505K | 0.04% | 413 |
|
|
2019
Q1 | $59K | Buy |
+3,063
| New | +$59K | 0.01% | 555 |
|