SPWM
Straight Path 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 | $391K | Sell |
3,469
-979
| -22% | -$110K | 0.13% | 71 |
|
|
2025
Q1 | $496K | Buy |
4,448
+436
| +11% | +$48.6K | 0.2% | 47 |
|
|
2024
Q4 | $442K | Buy |
4,012
+1,200
| +43% | +$132K | 0.18% | 56 |
|
|
2024
Q3 | $306K | Buy |
2,812
+400
| +17% | +$43.6K | 0.13% | 73 |
|
|
2024
Q2 | $260K | Buy |
+2,412
| New | +$260K | 0.13% | 73 |
|