SWM
Seed 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 | $3.84M | Buy |
34,105
+3,260
| +11% | +$367K | 2.86% | 6 |
|
|
2025
Q1 | $3.44M | Buy |
30,845
+2,365
| +8% | +$264K | 2.8% | 7 |
|
|
2024
Q4 | $3.14M | Buy |
28,480
+809
| +3% | +$89.2K | 2.54% | 7 |
|
|
2024
Q3 | $3.01M | Buy |
27,671
+5,771
| +26% | +$629K | 2.41% | 9 |
|
|
2024
Q2 | $2.36M | Buy |
21,900
+2,430
| +12% | +$262K | 2.06% | 11 |
|
|
2024
Q1 | $2.07M | Sell |
19,470
-5,440
| -22% | -$579K | 1.98% | 12 |
|
|
2023
Q4 | $2.62M | Buy |
24,910
+2,770
| +13% | +$291K | 2.64% | 7 |
|
|
2023
Q3 | $2.3M | Buy |
22,140
+1,010
| +5% | +$105K | 2.58% | 8 |
|
|
2023
Q2 | $2.16M | Buy |
+21,130
| New | +$2.16M | 2.29% | 10 |
|