Valmark Advisers’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24,465
| Closed | -$592K | – | 498 |
|
|
2023
Q3 | $592K | Sell |
24,465
-15,933
| -39% | -$386K | 0.01% | 303 |
|
|
2023
Q2 | $1.19M | Buy |
40,398
+2,466
| +7% | +$72.5K | 0.02% | 202 |
|
|
2023
Q1 | $1.02M | Buy |
37,932
+2,283
| +6% | +$61.2K | 0.02% | 218 |
|
|
2022
Q4 | $1.11M | Sell |
35,649
-532
| -1% | -$16.6K | 0.03% | 198 |
|
|
2022
Q3 | $882K | Buy |
36,181
+2,808
| +8% | +$68.5K | 0.02% | 203 |
|
|
2022
Q2 | $839K | Hold |
33,373
| – | – | 0.02% | 221 |
|
|
2022
Q1 | $970K | Buy |
33,373
+856
| +3% | +$24.9K | 0.02% | 209 |
|
|
2021
Q4 | $852K | Buy |
32,517
+8,806
| +37% | +$231K | 0.01% | 219 |
|
|
2021
Q3 | $561K | Buy |
+23,711
| New | +$561K | 0.01% | 259 |
|