Tennessee Valley Asset Management Partners’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,218
| Closed | -$185K | – | 188 |
|
|
2023
Q4 | $185K | Buy |
+7,218
| New | +$185K | 0.03% | 127 |
|
|
2023
Q3 | – | Sell |
-7,318
| Closed | -$215K | – | 113 |
|
|
2023
Q2 | $215K | Buy |
+7,318
| New | +$215K | 0.07% | 104 |
|
|
2023
Q1 | – | Sell |
-7,318
| Closed | -$228K | – | 106 |
|
|
2022
Q4 | $228K | Buy |
+7,318
| New | +$228K | 0.08% | 97 |
|
|
2022
Q3 | – | Sell |
-8,495
| Closed | -$214K | – | 100 |
|
|
2022
Q2 | $214K | Sell |
8,495
-5,900
| -41% | -$149K | 0.08% | 81 |
|
|
2022
Q1 | $418K | Sell |
14,395
-1,400
| -9% | -$40.7K | 0.14% | 48 |
|
|
2021
Q4 | $414K | Sell |
15,795
-1,720
| -10% | -$45.1K | 0.14% | 49 |
|
|
2021
Q3 | $415K | Buy |
17,515
+1,313
| +8% | +$31.1K | 0.16% | 52 |
|
|
2021
Q2 | $0 | Sell |
16,202
-16,902
| -51% | – | ﹤0.01% | 31 |
|
|
2021
Q1 | $760K | Buy |
33,104
+2,054
| +7% | +$47.2K | 0.19% | 46 |
|
|
2020
Q4 | $560K | Buy |
31,050
+20,700
| +200% | +$373K | 0.14% | 55 |
|
|
2020
Q3 | $180K | Buy |
+10,350
| New | +$180K | 0.11% | 59 |
|