Annapolis Financial Services’s Avantis Real Estate ETF AVRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,645
| Closed | -$201K | – | 362 |
|
|
2023
Q4 | $201K | Buy |
4,645
+3,889
| +514% | +$168K | 0.05% | 119 |
|
|
2023
Q3 | $28.4K | Buy |
756
+222
| +42% | +$8.34K | 0.01% | 232 |
|
|
2023
Q2 | $21.9K | Hold |
534
| – | – | 0.01% | 260 |
|
|
2023
Q1 | $22.1K | Hold |
534
| – | – | 0.01% | 237 |
|
|
2022
Q4 | $22K | Buy |
+534
| New | +$22K | 0.01% | 234 |
|