Summit Wealth & Retirement Planning’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
135,442
+4,957
| +4% | +$559K | 4.1% | 7 |
|
|
2025
Q1 | $14.5M | Buy |
130,485
+3,298
| +3% | +$368K | 4.46% | 7 |
|
|
2024
Q4 | $14M | Buy |
127,187
+5,992
| +5% | +$661K | 4.34% | 9 |
|
|
2024
Q3 | $13.2M | Buy |
121,195
+6,153
| +5% | +$670K | 4.21% | 9 |
|
|
2024
Q2 | $12.4M | Buy |
115,042
+3,599
| +3% | +$388K | 4.22% | 9 |
|
|
2024
Q1 | $11.9M | Buy |
+111,443
| New | +$11.9M | 4.23% | 10 |
|