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WealthPLAN Partners’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

WealthPLAN Partners’s Portfolio BOXX Stock Details BOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-29,521
Closed -$3.18M – 259
2024
Q2 		$3.18M Buy
29,521
+9,947
+51% +$1.07M 0.34% 82
2024
Q1 		$2.08M Buy
19,574
+1,221
+7% +$129K 0.22% 113
2023
Q4 		$1.93M Buy
18,353
+3,361
+22% +$351K 0.2% 114
2023
Q3 		$1.55M Buy
14,992
+12,208
+439% +$1.26M 0.18% 123
2023
Q2 		$285K Buy
+2,784
New +$283K 0.04% 249

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