Innova Wealth Partners’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 | $7.58M | Buy |
67,269
+4,305
| +7% | +$485K | 4.45% | 3 |
|
2025
Q1 | $7.02M | Buy |
62,964
+6,665
| +12% | +$743K | 4.35% | 4 |
|
2024
Q4 | $6.21M | Buy |
+56,299
| New | +$6.21M | 3.91% | 4 |
|
2024
Q3 | – | Sell |
-31,554
| Closed | -$3.4M | – | 87 |
|
2024
Q2 | $3.4M | Buy |
31,554
+13,241
| +72% | +$1.43M | 2.43% | 16 |
|
2024
Q1 | $1.95M | Buy |
+18,313
| New | +$1.95M | 1.51% | 23 |
|