TCI Wealth Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-668
| Closed | -$17.9K | – | 484 |
|
|
2023
Q1 | $17.9K | Buy |
668
+125
| +23% | +$3.77K | ﹤0.01% | 772 |
|
|
2022
Q4 | $16.9K | Buy |
543
+1
| +0.2% | +$29 | ﹤0.01% | 780 |
|
|
2022
Q3 | $13K | Buy |
542
+5
| +0.9% | +$138 | ﹤0.01% | 856 |
|
|
2022
Q2 | $14K | Hold |
537
| – | – | ﹤0.01% | 796 |
|
|
2022
Q1 | $16K | Buy |
537
+14
| +3% | +$368 | ﹤0.01% | 791 |
|
|
2021
Q4 | $14K | Buy |
523
+47
| +10% | +$1.21K | ﹤0.01% | 904 |
|
|
2021
Q3 | $11K | Buy |
476
+71
| +18% | +$1.74K | ﹤0.01% | 1018 |
|
|
2021
Q2 | $10K | Buy |
405
+40
| +11% | +$932 | ﹤0.01% | 945 |
|
|
2021
Q1 | $8K | Buy |
365
+165
| +83% | +$3.21K | ﹤0.01% | 966 |
|
|
2020
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 940 |
|
|
2020
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 921 |
|
|
2020
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 783 |
|
|
2020
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 839 |
|
|
2019
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 998 |
|
|
2019
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 929 |
|
|
2019
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 804 |
|
|
2019
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 828 |
|
|
2018
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 879 |
|
|
2018
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 777 |
|
|
2018
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 762 |
|
|
2018
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 770 |
|
|
2017
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 819 |
|
|
2017
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 763 |
|
|
2017
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 789 |
|
|
2017
Q1 | $3K | Buy |
+200
| New | +$3.38K | ﹤0.01% | 829 |
|
Other funds holding BOX
RC
CIP
