Belpointe Asset Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,507
| Closed | -$405K | – | 788 |
|
|
2023
Q4 | $405K | Sell |
4,507
-581
| -11% | -$52.2K | 0.04% | 431 |
|
|
2023
Q3 | $397K | Buy |
+5,088
| New | +$397K | 0.04% | 400 |
|
|
2023
Q2 | – | Sell |
-73
| Closed | -$5.41K | – | 802 |
|
|
2023
Q1 | $5.41K | Sell |
73
-25
| -26% | -$1.85K | ﹤0.01% | 2986 |
|
|
2022
Q4 | $7.3K | Buy |
+98
| New | +$7.3K | ﹤0.01% | 2770 |
|