Summit Securities Group’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,677
| Closed | -$301K | – | 689 |
|
|
2022
Q4 | $301K | Buy |
+9,677
| New | +$301K | 0.01% | 226 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 739 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 845 |
|
|
2021
Q3 | – | Sell |
-98,300
| Closed | -$2.51M | – | 342 |
|
|
2021
Q2 | $2.51M | Buy |
98,300
+89,300
| +992% | +$2.28M | 0.21% | 45 |
|
|
2021
Q1 | $207K | Buy |
+9,000
| New | +$207K | 0.02% | 232 |
|