CIA
Compass Ion 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 | $25.3M | Sell |
224,570
-27,994
| -11% | -$3.15M | 2.74% | 8 |
|
|
2025
Q1 | $28.2M | Sell |
252,564
-16,395
| -6% | -$1.83M | 3.32% | 6 |
|
|
2024
Q4 | $29.7M | Sell |
268,959
-2,747
| -1% | -$303K | 3.52% | 5 |
|
|
2024
Q3 | $29.6M | Buy |
271,706
+110,662
| +69% | +$12.1M | 3.62% | 5 |
|
|
2024
Q2 | $17.1M | Buy |
161,044
+3,254
| +2% | +$346K | 2.45% | 8 |
|
|
2024
Q1 | $16.8M | Buy |
+157,790
| New | +$16.8M | 2.41% | 8 |
|