Weld Capital Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-12,895
| Closed | -$224K | – | 483 |
|
|
2020
Q3 | $224K | Buy |
+12,895
| New | +$224K | 0.09% | 361 |
|
|
2019
Q2 | – | Sell |
-108,555
| Closed | -$2.1M | – | 747 |
|
|
2019
Q1 | $2.1M | Buy |
108,555
+83,765
| +338% | +$1.62M | 0.38% | 41 |
|
|
2018
Q4 | $418K | Buy |
+24,790
| New | +$418K | 0.09% | 410 |
|