IHT Wealth Management’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 | $10.3M | Buy |
91,484
+31,079
| +51% | +$3.5M | 0.28% | 84 |
|
2025
Q1 | $6.75M | Buy |
60,405
+5,812
| +11% | +$649K | 0.21% | 97 |
|
2024
Q4 | $6.02M | Sell |
54,593
-18,166
| -25% | -$2M | 0.19% | 106 |
|
2024
Q3 | $7.93M | Buy |
72,759
+33,727
| +86% | +$3.68M | 0.23% | 90 |
|
2024
Q2 | $4.21M | Buy |
39,032
+19,089
| +96% | +$2.06M | 0.16% | 131 |
|
2024
Q1 | $2.12M | Buy |
+19,943
| New | +$2.12M | 0.09% | 237 |
|