WhitTier Trust Company’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36K | Buy |
+40
| New | +$1.36K | ﹤0.01% | 1340 |
|
|
2023
Q1 | – | Sell |
-4,821
| Closed | -$150K | – | 1165 |
|
|
2022
Q4 | $150K | Hold |
4,821
| – | – | 0.01% | 488 |
|
|
2022
Q3 | $118K | Hold |
4,821
| – | – | 0.01% | 530 |
|
|
2022
Q2 | $121K | Hold |
4,821
| – | – | 0.01% | 522 |
|
|
2022
Q1 | $140K | Hold |
4,821
| – | – | 0.01% | 515 |
|
|
2021
Q4 | $126K | Hold |
4,821
| – | – | ﹤0.01% | 527 |
|
|
2021
Q3 | $114K | Hold |
4,821
| – | – | ﹤0.01% | 529 |
|
|
2021
Q2 | $123K | Buy |
+4,821
| New | +$123K | 0.01% | 510 |
|
|
2020
Q4 | – | Sell |
-5,000
| Closed | -$87K | – | 970 |
|
|
2020
Q3 | $87K | Buy |
+5,000
| New | +$87K | 0.01% | 520 |
|
|
2020
Q2 | – | Sell |
-1,533
| Closed | -$22K | – | 945 |
|
|
2020
Q1 | $22K | Sell |
1,533
-615
| -29% | -$8.83K | ﹤0.01% | 687 |
|
|
2019
Q4 | $36K | Hold |
2,148
| – | – | ﹤0.01% | 649 |
|
|
2019
Q3 | $36K | Hold |
2,148
| – | – | ﹤0.01% | 649 |
|
|
2019
Q2 | $38K | Hold |
2,148
| – | – | ﹤0.01% | 634 |
|
|
2019
Q1 | $41K | Hold |
2,148
| – | – | ﹤0.01% | 614 |
|
|
2018
Q4 | $36K | Hold |
2,148
| – | – | ﹤0.01% | 624 |
|
|
2018
Q3 | $51K | Hold |
2,148
| – | – | ﹤0.01% | 604 |
|
|
2018
Q2 | $54K | Buy |
2,148
+860
| +67% | +$21.6K | ﹤0.01% | 593 |
|
|
2018
Q1 | $26K | Hold |
1,288
| – | – | ﹤0.01% | 713 |
|
|
2017
Q4 | $27K | Buy |
+1,288
| New | +$27K | ﹤0.01% | 659 |
|