TRUE Private Wealth Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$20K | – | 694 |
|
|
2020
Q2 | $20K | Buy |
+1,000
| New | +$20K | ﹤0.01% | 410 |
|
|
2020
Q1 | – | Sell |
-60
| Closed | -$1K | – | 685 |
|
|
2019
Q4 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 766 |
|
|
2019
Q3 | – | Sell |
-60
| Closed | -$1K | – | 281 |
|
|
2019
Q2 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 748 |
|
|
2018
Q4 | – | Sell |
-1,439
| Closed | -$34.4K | – | 320 |
|
|
2018
Q3 | $34.4K | Buy |
+1,439
| New | +$34.4K | ﹤0.01% | 523 |
|