Steward Partners Investment Advisory’s Wallbox WBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32 | Hold |
5
| – | – | ﹤0.01% | 4075 |
|
|
2025
Q1 | $33 | Hold |
5
| – | – | ﹤0.01% | 3972 |
|
|
2024
Q4 | $50 | Hold |
5
| – | – | ﹤0.01% | 3931 |
|
|
2024
Q3 | $122 | Hold |
5
| – | – | ﹤0.01% | 3669 |
|
|
2024
Q2 | $131 | Hold |
5
| – | – | ﹤0.01% | 3545 |
|
|
2024
Q1 | $142 | Hold |
5
| – | – | ﹤0.01% | 3489 |
|
|
2023
Q4 | $175 | Hold |
5
| – | – | ﹤0.01% | 3418 |
|
|
2023
Q3 | $225 | Hold |
5
| – | – | ﹤0.01% | 3286 |
|
|
2023
Q2 | $354 | Hold |
5
| – | – | ﹤0.01% | 3210 |
|
|
2023
Q1 | $489 | Hold |
5
| – | – | ﹤0.01% | 3176 |
|
|
2022
Q4 | $358 | Hold |
5
| – | – | ﹤0.01% | 3218 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 3180 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 3180 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 3231 |
|
|
2021
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 3040 |
|