Wealthfront’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,802
| Closed | -$249K | – | 506 |
|
|
2017
Q4 | $249K | Sell |
11,802
-4,455
| -27% | -$94K | ﹤0.01% | 457 |
|
|
2017
Q3 | $314K | Sell |
16,257
-2,509
| -13% | -$48.5K | ﹤0.01% | 411 |
|
|
2017
Q2 | $342K | Buy |
+18,766
| New | +$342K | 0.01% | 356 |
|
|
2015
Q4 | – | Sell |
-42
| Closed | -$1K | – | 381 |
|
|
2015
Q3 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 1194 |
|