Carson Wealth (CWM LLC)’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 | $25.3M | Sell |
224,790
-66,535
| -23% | -$7.5M | 0.09% | 198 |
|
|
2025
Q1 | $32.5M | Buy |
291,325
+4,602
| +2% | +$513K | 0.13% | 148 |
|
|
2024
Q4 | $31.6M | Buy |
286,723
+67,397
| +31% | +$7.43M | 0.13% | 139 |
|
|
2024
Q3 | $23.9M | Buy |
219,326
+72,197
| +49% | +$7.86M | 0.1% | 187 |
|
|
2024
Q2 | $15.9M | Buy |
147,129
+51,665
| +54% | +$5.57M | 0.07% | 233 |
|
|
2024
Q1 | $10.2M | Buy |
95,464
+23,513
| +33% | +$2.5M | 0.05% | 287 |
|
|
2023
Q4 | $7.57M | Buy |
71,951
+15,780
| +28% | +$1.66M | 0.04% | 321 |
|
|
2023
Q3 | $5.82M | Buy |
+56,171
| New | +$5.82M | 0.04% | 338 |
|