SC
Stephens Consulting’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 | $4.55M | Buy |
40,380
+13,758
| +52% | +$1.55M | 1.08% | 15 |
|
2025
Q1 | $2.97M | Sell |
26,622
-1,695
| -6% | -$189K | 0.74% | 21 |
|
2024
Q4 | $3.12M | Sell |
28,317
-1,453
| -5% | -$160K | 0.78% | 23 |
|
2024
Q3 | $3.24M | Buy |
29,770
+2,526
| +9% | +$275K | 0.83% | 20 |
|
2024
Q2 | $2.94M | Buy |
27,244
+2,335
| +9% | +$252K | 0.83% | 18 |
|
2024
Q1 | $2.65M | Buy |
24,909
+5,213
| +26% | +$555K | 0.81% | 18 |
|
2023
Q4 | $2.07M | Buy |
19,696
+17,364
| +745% | +$1.83M | 0.7% | 20 |
|
2023
Q3 | $242K | Buy |
+2,332
| New | +$242K | 0.1% | 68 |
|