Carson Wealth (CWM LLC)’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.8M | Sell |
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|
2025
Q4 | $25.8M | Sell |
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|
2025
Q3 | $27.5M | Buy |
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|
2025
Q2 | $25.3M | Sell |
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|
2025
Q1 | $32.5M | Buy |
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|
2024
Q4 | $31.6M | Buy |
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|
2024
Q3 | $23.9M | Buy |
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|
2024
Q2 | $15.9M | Buy |
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|
2024
Q1 | $10.2M | Buy |
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|
2023
Q4 | $7.57M | Buy |
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|
2023
Q3 | $5.82M | Buy |
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