Kestra Private Wealth Services’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 | $1.33M | Sell |
11,765
-10,890
| -48% | -$1.23M | 0.02% | 620 |
|
|
2025
Q1 | $2.53M | Buy |
22,655
+16,439
| +264% | +$1.83M | 0.04% | 399 |
|
|
2024
Q4 | $686K | Buy |
6,216
+1,938
| +45% | +$214K | 0.01% | 790 |
|
|
2024
Q3 | $466K | Sell |
4,278
-7,250
| -63% | -$790K | 0.01% | 904 |
|
|
2024
Q2 | $1.24M | Buy |
11,528
+3,458
| +43% | +$373K | 0.02% | 507 |
|
|
2024
Q1 | $859K | Buy |
8,070
+352
| +5% | +$37.5K | 0.02% | 601 |
|
|
2023
Q4 | $812K | Buy |
+7,718
| New | +$812K | 0.02% | 580 |
|