Steward Partners Investment Advisory’s Boxed, Inc. BOXD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-400
Closed 3492
2023
Q2
$0 Hold
400
﹤0.01% 3421
2023
Q1
$76 Hold
400
﹤0.01% 3263
2022
Q4
$78 Hold
400
﹤0.01% 3304
2022
Q3
$0 Hold
400
﹤0.01% 3465
2022
Q2
$1K Hold
400
﹤0.01% 3210
2022
Q1
$4K Hold
400
﹤0.01% 2997
2021
Q4
$5K Buy
+400
New +$4.6K ﹤0.01% 2856

Steward Partners Investment Advisory's BOXD Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of Boxed, Inc. (BOXD) in Q3 2023, closing a stake of 400 shares.

Steward Partners Investment Advisory first reported a position in BOXD in Q4 2021 and held it in 7 quarters. The position peaked at $5K in Q4 2021. 0 funds tracked by Wall St. Rank hold BOXD as of Q3 2023.

  • Steward Partners Investment Advisory reported no remaining Boxed, Inc. position as of Q3 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 400 Boxed, Inc. shares in Q3 2023.
  • Steward Partners Investment Advisory first reported a position in Boxed, Inc. in Q4 2021 and held it in 7 quarters.
  • Steward Partners Investment Advisory's Boxed, Inc. position peaked at $5K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Boxed, Inc. as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.