SGCA
Steel Grove Capital Advisors’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 | $921K | Hold |
8,170
| – | – | 0.11% | 100 |
|
2025
Q1 | $911K | Sell |
8,170
-365
| -4% | -$40.7K | 0.14% | 88 |
|
2024
Q4 | $941K | Buy |
8,535
+1,138
| +15% | +$125K | 0.13% | 82 |
|
2024
Q3 | $805K | Buy |
7,397
+2,700
| +57% | +$294K | 0.11% | 91 |
|
2024
Q2 | $506K | Hold |
4,697
| – | – | 0.07% | 116 |
|
2024
Q1 | $500K | Buy |
+4,697
| New | +$500K | 0.07% | 125 |
|