WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$130K | 0.22% | 113 |
|
|
2023
Q4 | $1.93M | Buy |
18,353
+3,361
| +22% | +$353K | 0.2% | 114 |
|
|
2023
Q3 | $1.55M | Buy |
14,992
+12,208
| +439% | +$1.27M | 0.18% | 123 |
|
|
2023
Q2 | $285K | Buy |
+2,784
| New | +$285K | 0.04% | 249 |
|