Capstone Financial Advisors’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 | $13.5M | Buy |
305,545
+25,300
| +9% | +$1.12M | 0.78% | 18 |
|
|
2025
Q1 | $12.1M | Sell |
280,245
-62,386
| -18% | -$2.68M | 0.76% | 18 |
|
|
2024
Q4 | $14.4M | Buy |
342,631
+78,063
| +30% | +$3.27M | 0.89% | 17 |
|
|
2024
Q3 | $12.5M | Sell |
264,568
-30,625
| -10% | -$1.44M | 0.77% | 17 |
|
|
2024
Q2 | $12.2M | Buy |
295,193
+260,123
| +742% | +$10.7M | 0.8% | 17 |
|
|
2024
Q1 | $1.48M | Buy |
35,070
+2,241
| +7% | +$94.8K | 0.1% | 43 |
|
|
2023
Q4 | $1.42M | Buy |
+32,829
| New | +$1.42M | 0.1% | 39 |
|