Westside Investment Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-400
| Closed | -$9 | – | 776 |
|
|
2021
Q3 | $9 | Hold |
400
| – | – | ﹤0.01% | 589 |
|
|
2021
Q2 | $10 | Hold |
400
| – | – | ﹤0.01% | 569 |
|
|
2021
Q1 | $9 | Sell |
400
-700
| -64% | -$16 | ﹤0.01% | 566 |
|
|
2020
Q4 | $9.04K | Hold |
1,100
| – | – | 0.02% | 146 |
|
|
2020
Q3 | $8.69K | Sell |
1,100
-50
| -4% | -$395 | ﹤0.01% | 151 |
|
|
2020
Q2 | $10.4K | Sell |
1,150
-144
| -11% | -$1.3K | 0.01% | 130 |
|
|
2020
Q1 | $16.3K | Buy |
+1,294
| New | +$16.3K | 0.01% | 128 |
|
|
2019
Q2 | $17.8K | Buy |
+3,300
| New | +$17.8K | 0.04% | 62 |
|
|
2018
Q4 | $57.9K | Buy |
3,300
+600
| +22% | +$10.5K | 0.02% | 276 |
|
|
2018
Q3 | $21.3K | Buy |
2,700
+600
| +29% | +$4.73K | 0.01% | 349 |
|
|
2018
Q2 | $54.2K | Buy |
+2,100
| New | +$54.2K | 0.02% | 289 |
|