Virtus Investment Advisers’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-23,784
| Closed | -$609K | – | 353 |
|
|
2023
Q4 | $609K | Hold |
23,784
| – | – | 0.46% | 59 |
|
|
2023
Q3 | $576K | Hold |
23,784
| – | – | 0.39% | 66 |
|
|
2023
Q2 | $699K | Hold |
23,784
| – | – | 0.47% | 56 |
|
|
2023
Q1 | $637K | Buy |
23,784
+566
| +2% | +$15.2K | 0.45% | 68 |
|
|
2022
Q4 | $723K | Hold |
23,218
| – | – | 0.48% | 55 |
|
|
2022
Q3 | $566K | Buy |
+23,218
| New | +$566K | 0.26% | 64 |
|