My Personal CFO LLC’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,591
Closed -$387K 93
2024
Q2
$387K Buy
+3,591
New +$385K 0.21% 73

Other funds holding BOXX

My Personal CFO LLC's BOXX Position: Q3 2024 in Review

My Personal CFO LLC sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q3 2024, closing a stake of 3,591 shares — an estimated $387K sold.

My Personal CFO LLC first reported a position in BOXX in Q2 2024 and held it in 1 quarter. The position peaked at $387K in Q2 2024. 172 funds tracked by Wall St. Rank hold BOXX as of Q3 2024.

  • My Personal CFO LLC reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q3 2024 after selling out during the quarter.
  • My Personal CFO LLC sold 3,591 Alpha Architect 1-3 Month Box ETF shares in Q3 2024, an estimated $387K.
  • My Personal CFO LLC first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and held it in 1 quarter.
  • My Personal CFO LLC's Alpha Architect 1-3 Month Box ETF position peaked at $387K in Q2 2024.
  • 172 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2024.

Based on My Personal CFO LLC's 13F filing for Q3 2024, filed 21 Oct 2024.