BWP
Baldwin Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-110
| Closed | -$10.6K | – | 291 |
|
2024
Q3 | $10.6K | Hold |
110
| – | – | ﹤0.01% | 790 |
|
2024
Q2 | $9.87K | Hold |
110
| – | – | ﹤0.01% | 542 |
|
2024
Q1 | $10.3K | Hold |
110
| – | – | ﹤0.01% | 553 |
|
2023
Q4 | $9.88K | Hold |
110
| – | – | ﹤0.01% | 577 |
|
2023
Q3 | $8.58K | Hold |
110
| – | – | ﹤0.01% | 588 |
|
2023
Q2 | $8.54K | Hold |
110
| – | – | ﹤0.01% | 603 |
|
2023
Q1 | $8.15K | Hold |
110
| – | – | ﹤0.01% | 634 |
|
2022
Q4 | $8.2K | Hold |
110
| – | – | ﹤0.01% | 623 |
|
2022
Q3 | $7K | Hold |
110
| – | – | ﹤0.01% | 538 |
|
2022
Q2 | $8K | Hold |
110
| – | – | ﹤0.01% | 547 |
|
2022
Q1 | $9K | Hold |
110
| – | – | ﹤0.01% | 548 |
|
2021
Q4 | $9K | Hold |
110
| – | – | ﹤0.01% | 513 |
|
2021
Q3 | $8K | Hold |
110
| – | – | ﹤0.01% | 536 |
|
2021
Q2 | $8K | Buy |
+110
| New | +$8K | ﹤0.01% | 543 |
|