WealthPlan Investment Management’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 | $5.08M | Sell |
45,065
-549
| -1% | -$61.9K | 0.37% | 85 |
|
|
2025
Q1 | $5.09M | Buy |
45,614
+8,763
| +24% | +$977K | 0.5% | 68 |
|
|
2024
Q4 | $4.06M | Buy |
36,851
+1,041
| +3% | +$115K | 0.4% | 72 |
|
|
2024
Q3 | $3.9M | Buy |
+35,810
| New | +$3.9M | 0.4% | 77 |
|
|
2024
Q1 | – | Sell |
-1,909
| Closed | -$201K | – | 184 |
|
|
2023
Q4 | $201K | Buy |
+1,909
| New | +$201K | 0.03% | 185 |
|