Ziegler Capital Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $428K | Sell |
15,124
-216
| -1% | -$6.12K | 0.02% | 360 |
|
|
2023
Q4 | $393K | Hold |
15,340
| – | – | 0.02% | 371 |
|
|
2023
Q3 | $371K | Buy |
15,340
+582
| +4% | +$14.1K | 0.01% | 362 |
|
|
2023
Q2 | $434K | Buy |
14,758
+2,822
| +24% | +$82.9K | 0.02% | 360 |
|
|
2023
Q1 | $320K | Buy |
11,936
+4,402
| +58% | +$118K | 0.01% | 370 |
|
|
2022
Q4 | $235K | Buy |
+7,534
| New | +$235K | 0.01% | 381 |
|