TFO Wealth Partners’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$85 | – | 155 |
|
|
2024
Q1 | $85 | Hold |
3
| – | – | ﹤0.01% | 661 |
|
|
2023
Q4 | $77 | Hold |
3
| – | – | ﹤0.01% | 829 |
|
|
2023
Q3 | $88 | Hold |
3
| – | – | ﹤0.01% | 990 |
|
|
2023
Q2 | $88 | Hold |
3
| – | – | ﹤0.01% | 687 |
|
|
2023
Q1 | $80 | Sell |
3
-8
| -73% | -$213 | ﹤0.01% | 686 |
|
|
2022
Q4 | $443 | Buy |
+11
| New | +$443 | ﹤0.01% | 496 |
|