AWA
Arete Wealth Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
105,226
+17,332
| +20% | +$1.95M | 0.84% | 24 |
|
|
2025
Q1 | $9.8M | Buy |
87,894
+71,043
| +422% | +$7.92M | 0.75% | 30 |
|
|
2024
Q4 | $1.86M | Buy |
16,851
+10,404
| +161% | +$1.15M | 0.13% | 162 |
|
|
2024
Q3 | $702K | Buy |
6,447
+116
| +2% | +$12.6K | 0.06% | 285 |
|
|
2024
Q2 | $683K | Buy |
+6,331
| New | +$683K | 0.06% | 321 |
|