Stanford Investment Group’s Box BOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-26,611
| Closed | -$369K | – | 41 |
|
2016
Q4 | $369K | Buy |
26,611
+4
| +0% | +$55 | 0.18% | 37 |
|
2016
Q3 | $419K | Sell |
26,607
-862
| -3% | -$13.6K | 0.2% | 35 |
|
2016
Q2 | $284K | Buy |
27,469
+586
| +2% | +$6.06K | 0.14% | 42 |
|
2016
Q1 | $330K | Buy |
26,883
+317
| +1% | +$3.89K | 0.19% | 39 |
|
2015
Q4 | $371K | Sell |
26,566
-424
| -2% | -$5.92K | 0.2% | 38 |
|
2015
Q3 | $340K | Buy |
+26,990
| New | +$340K | 0.25% | 34 |
|