Syverson Strege & Co’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-548
| Closed | -$14.7K | – | 140 |
|
|
2023
Q1 | $14.7K | Hold |
548
| – | – | 0.01% | 216 |
|
|
2022
Q4 | $17.1K | Hold |
548
| – | – | 0.01% | 177 |
|
|
2022
Q3 | $13K | Hold |
548
| – | – | 0.01% | 176 |
|
|
2022
Q2 | $14K | Hold |
548
| – | – | 0.01% | 202 |
|
|
2022
Q1 | $16K | Hold |
548
| – | – | 0.02% | 175 |
|
|
2021
Q4 | $14K | Hold |
548
| – | – | 0.01% | 189 |
|
|
2021
Q3 | $13K | Hold |
548
| – | – | 0.01% | 213 |
|
|
2021
Q2 | $14K | Hold |
548
| – | – | 0.01% | 181 |
|
|
2021
Q1 | $13K | Hold |
548
| – | – | 0.01% | 182 |
|
|
2020
Q4 | $10K | Buy |
+548
| New | +$10K | 0.01% | 182 |
|