TCI Wealth Advisors’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 |
-668
| Closed | -$17.9K | – | 484 |
|
|
2023
Q1 | $17.9K | Buy |
668
+125
| +23% | +$3.35K | ﹤0.01% | 772 |
|
|
2022
Q4 | $16.9K | Buy |
543
+1
| +0.2% | +$31 | ﹤0.01% | 780 |
|
|
2022
Q3 | $13K | Buy |
542
+5
| +0.9% | +$120 | ﹤0.01% | 856 |
|
|
2022
Q2 | $14K | Hold |
537
| – | – | ﹤0.01% | 795 |
|
|
2022
Q1 | $16K | Buy |
537
+14
| +3% | +$417 | ﹤0.01% | 791 |
|
|
2021
Q4 | $14K | Buy |
523
+47
| +10% | +$1.26K | ﹤0.01% | 904 |
|
|
2021
Q3 | $11K | Buy |
476
+71
| +18% | +$1.64K | ﹤0.01% | 1003 |
|
|
2021
Q2 | $10K | Buy |
405
+40
| +11% | +$988 | ﹤0.01% | 927 |
|
|
2021
Q1 | $8K | Buy |
365
+165
| +83% | +$3.62K | ﹤0.01% | 948 |
|
|
2020
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 916 |
|
|
2020
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 904 |
|
|
2020
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 771 |
|
|
2020
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 829 |
|
|
2019
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 994 |
|
|
2019
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 925 |
|
|
2019
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 800 |
|
|
2019
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 822 |
|
|
2018
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 871 |
|
|
2018
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 767 |
|
|
2018
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 762 |
|
|
2018
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 767 |
|
|
2017
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 819 |
|
|
2017
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 762 |
|
|
2017
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 789 |
|
|
2017
Q1 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 829 |
|