United Capital Financial Advisors’s Box BOX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-17,542	Closed	-$296K	–	1335
2018 Q4	$296K	Buy	17,542 +245	+1%	+$4.13K	﹤0.01%	1068
2018 Q3	$414K	Buy	17,297 +3,353	+24%	+$80.3K	﹤0.01%	1007
2018 Q2	$348K	Buy	+13,944	New	+$348K	﹤0.01%	1037