Annapolis Financial Services’s Avantis Responsible US Equity ETF AVSU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,419
| Closed | -$79.7K | – | 366 |
|
2023
Q4 | $79.7K | Buy |
1,419
+56
| +4% | +$3.15K | 0.02% | 165 |
|
2023
Q3 | $67.6K | Hold |
1,363
| – | – | 0.02% | 168 |
|
2023
Q2 | $70.4K | Buy |
1,363
+124
| +10% | +$6.4K | 0.02% | 163 |
|
2023
Q1 | $59.8K | Buy |
1,239
+731
| +144% | +$35.3K | 0.02% | 164 |
|
2022
Q4 | $23.2K | Buy |
+508
| New | +$23.2K | 0.01% | 230 |
|