IA
Insight 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 | $36.9M | Buy |
327,386
+63,821
| +24% | +$7.19M | 5.91% | 2 |
|
|
2025
Q1 | $29.4M | Sell |
263,565
-1,589
| -0.6% | -$177K | 5.11% | 2 |
|
|
2024
Q4 | $29.2M | Sell |
265,154
-84,871
| -24% | -$9.35M | 4.93% | 2 |
|
|
2024
Q3 | $38.1M | Sell |
350,025
-7,158
| -2% | -$780K | 6.57% | 2 |
|
|
2024
Q2 | $38.5M | Buy |
357,183
+57,117
| +19% | +$6.16M | 6.96% | 2 |
|
|
2024
Q1 | $31.9M | Buy |
300,066
+18,551
| +7% | +$1.97M | 6.13% | 2 |
|
|
2023
Q4 | $29.6M | Buy |
281,515
+20,020
| +8% | +$2.11M | 6.26% | 2 |
|
|
2023
Q3 | $27.1M | Buy |
261,495
+22,033
| +9% | +$2.28M | 6.2% | 2 |
|
|
2023
Q2 | $24.5M | Sell |
239,462
-54,307
| -18% | -$5.56M | 5.48% | 2 |
|
|
2023
Q1 | $29.7M | Buy |
293,769
+114,051
| +63% | +$11.5M | 6.98% | 2 |
|
|
2022
Q4 | $18M | Buy |
+179,718
| New | +$18M | 6.29% | 1 |
|