Moser Wealth Advisors’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 | $4.3M | Buy |
38,150
+10,270
| +37% | +$1.16M | 2.06% | 14 |
|
2025
Q1 | $3.11M | Buy |
27,880
+10,120
| +57% | +$1.13M | 1.63% | 16 |
|
2024
Q4 | $1.96M | Buy |
17,760
+210
| +1% | +$23.2K | 1.02% | 25 |
|
2024
Q3 | $1.91M | Buy |
17,550
+450
| +3% | +$49K | 0.99% | 25 |
|
2024
Q2 | $1.84M | Buy |
17,100
+1,075
| +7% | +$116K | 1% | 25 |
|
2024
Q1 | $1.71M | Buy |
+16,025
| New | +$1.71M | 0.95% | 26 |
|