TWM
TCFG 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 | $4.56M | Sell |
40,508
-705
| -2% | -$79.4K | 2.07% | 6 |
|
|
2025
Q1 | $4.59M | Buy |
41,213
+100
| +0.2% | +$11.1K | 2.31% | 5 |
|
|
2024
Q4 | $4.53M | Buy |
41,113
+107
| +0.3% | +$11.8K | 2.28% | 6 |
|
|
2024
Q3 | $4.47M | Buy |
+41,006
| New | +$4.47M | 2.24% | 6 |
|