Valeo Financial Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-150
| Closed | -$3K | – | 627 |
|
|
2021
Q1 | $3K | Sell |
150
-2,500
| -94% | -$50K | ﹤0.01% | 1591 |
|
|
2020
Q4 | $48K | Buy |
2,650
+10
| +0.4% | +$181 | ﹤0.01% | 772 |
|
|
2020
Q3 | $46K | Sell |
2,640
-116
| -4% | -$2.02K | ﹤0.01% | 666 |
|
|
2020
Q2 | $57K | Hold |
2,756
| – | – | 0.01% | 634 |
|
|
2020
Q1 | $43K | Buy |
2,756
+2,480
| +899% | +$38.7K | ﹤0.01% | 634 |
|
|
2019
Q4 | $5K | Sell |
276
-279
| -50% | -$5.05K | ﹤0.01% | 1247 |
|
|
2019
Q3 | $9K | Sell |
555
-1,500
| -73% | -$24.3K | ﹤0.01% | 1031 |
|
|
2019
Q2 | $36K | Buy |
2,055
+1,815
| +756% | +$31.8K | ﹤0.01% | 685 |
|
|
2019
Q1 | $5K | Buy |
240
+200
| +500% | +$4.17K | ﹤0.01% | 1141 |
|
|
2018
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 1356 |
|
|
2018
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 1579 |
|
|
2018
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1422 |
|