Wealth Enhancement Advisory Services’s Box BOX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Buy
+7,685
New +$256K ﹤0.01% 2759
2025
Q1
Sell
-7,127
Closed -$225K 2960
2024
Q4
$225K Buy
7,127
+679
+11% +$21.5K ﹤0.01% 2591
2024
Q3
$211K Buy
+6,448
New +$211K ﹤0.01% 2396