Stratos Wealth Partners’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,471
| Closed | -$212K | – | 1463 |
|
|
2024
Q3 | $212K | Sell |
6,471
-4,379
| -40% | -$143K | ﹤0.01% | 1313 |
|
|
2024
Q2 | $287K | Buy |
10,850
+446
| +4% | +$11.8K | ﹤0.01% | 1103 |
|
|
2024
Q1 | $295K | Buy |
10,404
+2,243
| +27% | +$63.5K | ﹤0.01% | 1111 |
|
|
2023
Q4 | $209K | Buy |
+8,161
| New | +$209K | ﹤0.01% | 1255 |
|
|
2022
Q1 | – | Sell |
-11,591
| Closed | -$304K | – | 1274 |
|
|
2021
Q4 | $304K | Buy |
+11,591
| New | +$304K | 0.01% | 993 |
|
|
2018
Q4 | – | Sell |
-2,181
| Closed | -$52K | – | 1009 |
|
|
2018
Q3 | $52K | Buy |
+2,181
| New | +$52K | ﹤0.01% | 1434 |
|
|
2018
Q2 | – | Sell |
-4,971
| Closed | -$102K | – | 1156 |
|
|
2018
Q1 | $102K | Buy |
4,971
+29
| +0.6% | +$595 | ﹤0.01% | 1187 |
|
|
2017
Q4 | $104K | Buy |
+4,942
| New | +$104K | ﹤0.01% | 1170 |
|