AE Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.5K | Hold |
182
| – | – | ﹤0.01% | 1757 |
|
|
2025
Q1 | $20.3K | Hold |
182
| – | – | ﹤0.01% | 1739 |
|
|
2024
Q4 | $20.1K | Buy |
+182
| New | +$20.1K | ﹤0.01% | 1737 |
|
|
2024
Q1 | – | Sell |
-5,229
| Closed | -$552K | – | 1247 |
|
|
2023
Q4 | $552K | Buy |
5,229
+2,865
| +121% | +$302K | ﹤0.01% | 1382 |
|
|
2023
Q3 | $245K | Buy |
+2,364
| New | +$245K | ﹤0.01% | 1694 |
|