TWD
True Wealth Design’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 | $41.8M | Sell |
371,368
-201,344
| -35% | -$22.7M | 14.75% | 2 |
|
|
2025
Q1 | $63.9M | Buy |
572,712
+8,233
| +1% | +$918K | 24.32% | 1 |
|
|
2024
Q4 | $62.3M | Buy |
564,479
+43,496
| +8% | +$4.8M | 24.15% | 1 |
|
|
2024
Q3 | $56.8M | Sell |
520,983
-36,272
| -7% | -$3.95M | 22.16% | 1 |
|
|
2024
Q2 | $60.1M | Buy |
557,255
+87,036
| +19% | +$9.38M | 14.85% | 1 |
|
|
2024
Q1 | $50.1M | Buy |
470,219
+15,667
| +3% | +$1.67M | 12.48% | 2 |
|
|
2023
Q4 | $47.8M | Buy |
454,552
+149,230
| +49% | +$15.7M | 13.46% | 1 |
|
|
2023
Q3 | $31.7M | Buy |
305,322
+59,610
| +24% | +$6.18M | 10.59% | 2 |
|
|
2023
Q2 | $25.2M | Buy |
245,712
+231,388
| +1,615% | +$23.7M | 9.2% | 3 |
|
|
2023
Q1 | $1.45M | Buy |
+14,324
| New | +$1.45M | 0.61% | 24 |
|