Welch Capital Partners’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-16,873
| Closed | -$326K | – | 29 |
|
|
2019
Q1 | $326K | Hold |
16,873
| – | – | 0.11% | 24 |
|
|
2018
Q4 | $285K | Hold |
16,873
| – | – | 0.11% | 28 |
|
|
2018
Q3 | $403K | Hold |
16,873
| – | – | 0.13% | 27 |
|
|
2018
Q2 | $422K | Buy |
16,873
+6,161
| +58% | +$154K | 0.14% | 30 |
|
|
2018
Q1 | $220K | Hold |
10,712
| – | – | 0.08% | 36 |
|
|
2017
Q4 | $226K | Buy |
+10,712
| New | +$226K | 0.08% | 40 |
|