CWA
Continuum 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 | $1.07M | Buy |
9,514
+897
| +10% | +$101K | 0.51% | 20 |
|
|
2025
Q1 | $961K | Sell |
8,617
-16,048
| -65% | -$1.79M | 0.49% | 22 |
|
|
2024
Q4 | $2.72M | Buy |
24,665
+6,411
| +35% | +$707K | 1.38% | 15 |
|
|
2024
Q3 | $1.99M | Buy |
18,254
+12,011
| +192% | +$1.31M | 1.07% | 17 |
|
|
2024
Q2 | $673K | Buy |
6,243
+28
| +0.5% | +$3.02K | 0.35% | 23 |
|
|
2024
Q1 | $662K | Buy |
6,215
+1,902
| +44% | +$202K | 0.37% | 25 |
|
|
2023
Q4 | $454K | Buy |
4,313
+200
| +5% | +$21K | 0.29% | 25 |
|
|
2023
Q3 | $426K | Hold |
4,113
| – | – | 0.3% | 26 |
|
|
2023
Q2 | $421K | Buy |
+4,113
| New | +$421K | 0.3% | 26 |
|