Beaird Harris Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Sell |
82,555
-1,132
| -1% | -$50K | 0.28% | 41 |
|
|
2025
Q1 | $3.6M | Sell |
83,687
-188
| -0.2% | -$8.09K | 0.31% | 38 |
|
|
2024
Q4 | $3.52M | Sell |
83,875
-303
| -0.4% | -$12.7K | 0.3% | 38 |
|
|
2024
Q3 | $3.97M | Sell |
84,178
-135
| -0.2% | -$6.36K | 0.35% | 37 |
|
|
2024
Q2 | $3.48M | Buy |
84,313
+5,067
| +6% | +$209K | 0.33% | 37 |
|
|
2024
Q1 | $3.35M | Buy |
79,246
+9,017
| +13% | +$381K | 0.33% | 36 |
|
|
2023
Q4 | $3.04M | Buy |
70,229
+27,756
| +65% | +$1.2M | 0.32% | 36 |
|
|
2023
Q3 | $1.6M | Buy |
42,473
+37,500
| +754% | +$1.41M | 0.19% | 43 |
|
|
2023
Q2 | $204K | Buy |
4,973
+912
| +22% | +$37.3K | 0.02% | 95 |
|
|
2023
Q1 | $168K | Buy |
4,061
+3
| +0.1% | +$124 | 0.03% | 92 |
|
|
2022
Q4 | $167K | Buy |
4,058
+1,101
| +37% | +$45.3K | 0.03% | 101 |
|
|
2022
Q3 | $115K | Buy |
2,957
+2,268
| +329% | +$88.2K | 0.03% | 104 |
|
|
2022
Q2 | $31K | Buy |
689
+675
| +4,821% | +$30.4K | 0.01% | 169 |
|
|
2022
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 548 |
|