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West Oak Capital’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

West Oak Capital’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
Closed -$3.13K – 310
2024
Q2 		$3.13K Buy
+29
New +$3.11K ﹤0.01% 283

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West Oak Capital's BOXX Position: Q3 2024 in Review

West Oak Capital sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q3 2024, closing a stake of 29 shares — an estimated $3.13K sold.

West Oak Capital first reported a position in BOXX in Q2 2024 and held it in 1 quarter. The position peaked at $3.13K in Q2 2024. 172 funds tracked by Wall St. Rank hold BOXX as of Q3 2024.

  • West Oak Capital reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q3 2024 after selling out during the quarter.
  • West Oak Capital sold 29 Alpha Architect 1-3 Month Box ETF shares in Q3 2024, an estimated $3.13K.
  • West Oak Capital first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and held it in 1 quarter.
  • West Oak Capital's Alpha Architect 1-3 Month Box ETF position peaked at $3.13K in Q2 2024.
  • 172 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2024.

Based on West Oak Capital's 13F filing for Q3 2024, filed 18 Oct 2024.