Capasso Planning Partners’s Avantis International Large Cap Value ETF AVIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,626
| Closed | -$358K | – | 142 |
|
|
2024
Q1 | $358K | Hold |
6,626
| – | – | 0.15% | 79 |
|
|
2023
Q4 | $341K | Buy |
6,626
+468
| +8% | +$24.1K | 0.16% | 78 |
|
|
2023
Q3 | $296K | Buy |
6,158
+739
| +14% | +$35.6K | 0.16% | 73 |
|
|
2023
Q2 | $264K | Buy |
5,419
+120
| +2% | +$5.84K | 0.14% | 82 |
|
|
2023
Q1 | $255K | Buy |
5,299
+463
| +10% | +$22.3K | 0.15% | 82 |
|
|
2022
Q4 | $218K | Buy |
+4,836
| New | +$218K | 0.14% | 89 |
|