Number of Shares
12,263.00
Current Holdings Value*
$378,440.00
% of Portfolio
0.09%
Total Estimate Gain
$15,082.03
% of Total Estimate Gain
0.62%

Clearwater Select Equity Fund's Box Inc Holding Summary

As of 2025-03-31, Clearwater Select Equity Fund held 12,263.00 shares of Box Inc(BOX), totaling $378,440.00. This investment constitutes 0.09% of their stock portfolio, and Clearwater Select Equity Fund now holds 0.01% of the outstanding Box Inc(BOX) stock.

The initial trade took place in 2024Q1. And since then Clearwater Select Equity Fund has made 3 purchases of BOX, at an average price of $32.29, for a total of 74,777.00 shares. In addition, there have been 1 sales at an average price of $32.39 for 62,514.00 shares. Based on historical transaction data and BOX's current price of $33.02, Clearwater Select Equity Fund's estimated gain on his BOX holdings is $15,082.03, reflecting a 0.62% gain to date.

Clearwater Select Equity Fund BOX ($33.02) Holding Chart

Clearwater Select Equity Fund BOX ($33.02) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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