Spire Wealth Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83K | Sell |
112
-446
| -80% | -$15.2K | ﹤0.01% | 2026 |
|
|
2025
Q1 | $17.2K | Buy |
558
+348
| +166% | +$10.7K | ﹤0.01% | 1659 |
|
|
2024
Q4 | $6.64K | Hold |
210
| – | – | ﹤0.01% | 1972 |
|
|
2024
Q3 | $6.87K | Sell |
210
-787
| -79% | -$25.8K | ﹤0.01% | 1742 |
|
|
2024
Q2 | $26.4K | Buy |
997
+10
| +1% | +$264 | ﹤0.01% | 1343 |
|
|
2024
Q1 | $28K | Hold |
987
| – | – | ﹤0.01% | 1408 |
|
|
2023
Q4 | $25.9K | Sell |
987
-1,000
| -50% | -$26.2K | ﹤0.01% | 1443 |
|
|
2023
Q3 | $48.1K | Buy |
1,987
+100
| +5% | +$2.42K | ﹤0.01% | 1183 |
|
|
2023
Q2 | $55.4K | Hold |
1,887
| – | – | ﹤0.01% | 1155 |
|
|
2023
Q1 | $50.6K | Buy |
1,887
+787
| +72% | +$21.1K | ﹤0.01% | 1200 |
|
|
2022
Q4 | $34K | Hold |
1,100
| – | – | ﹤0.01% | 1129 |
|
|
2022
Q3 | $27K | Hold |
1,100
| – | – | ﹤0.01% | 1199 |
|
|
2022
Q2 | $28K | Hold |
1,100
| – | – | ﹤0.01% | 1522 |
|
|
2022
Q1 | $32K | Buy |
1,100
+1,000
| +1,000% | +$29.1K | ﹤0.01% | 1616 |
|
|
2021
Q4 | $3K | Sell |
100
-425
| -81% | -$12.8K | ﹤0.01% | 2679 |
|
|
2021
Q3 | $12K | Buy |
525
+400
| +320% | +$9.14K | ﹤0.01% | 2027 |
|
|
2021
Q2 | $3K | Sell |
125
-200
| -62% | -$4.8K | ﹤0.01% | 2403 |
|
|
2021
Q1 | $7K | Buy |
+325
| New | +$7K | ﹤0.01% | 2509 |
|