TIM
Tortoise Investment 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 | $15.6M | Buy |
138,836
+13,355
| +11% | +$1.5M | 1.49% | 15 |
|
2025
Q1 | $14M | Buy |
125,481
+29,615
| +31% | +$3.3M | 1.46% | 16 |
|
2024
Q4 | $10.6M | Buy |
95,866
+7,955
| +9% | +$877K | 1.12% | 31 |
|
2024
Q3 | $9.58M | Buy |
87,911
+52,655
| +149% | +$5.74M | 1% | 31 |
|
2024
Q2 | $3.8M | Buy |
35,256
+21,006
| +147% | +$2.26M | 0.43% | 59 |
|
2024
Q1 | $1.52M | Buy |
+14,250
| New | +$1.52M | 0.18% | 89 |
|