KWM
Kingsview Wealth Management’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 | $7.47M | Buy |
66,298
+14,399
| +28% | +$1.62M | 0.13% | 173 |
|
|
2025
Q1 | $5.79M | Buy |
51,899
+28,350
| +120% | +$3.16M | 0.11% | 191 |
|
|
2024
Q4 | $2.6M | Buy |
23,549
+7,224
| +44% | +$797K | 0.05% | 326 |
|
|
2024
Q3 | $1.78M | Buy |
16,325
+12,425
| +319% | +$1.35M | 0.04% | 401 |
|
|
2024
Q2 | $420K | Buy |
+3,900
| New | +$420K | 0.01% | 741 |
|