Corient Private Wealth’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,650
| Closed | -$295K | – | 2541 |
|
|
2025
Q1 | $295K | Hold |
2,650
| – | – | ﹤0.01% | 1859 |
|
|
2024
Q4 | $292K | Buy |
+2,650
| New | +$292K | ﹤0.01% | 1908 |
|
|
2024
Q3 | – | Sell |
-2,397
| Closed | -$258K | – | 2431 |
|
|
2024
Q2 | $258K | Buy |
2,397
+47
| +2% | +$5.07K | ﹤0.01% | 1990 |
|
|
2024
Q1 | $250K | Buy |
+2,350
| New | +$250K | ﹤0.01% | 1984 |
|