CPWMP
Cardinal Point Wealth Management Partners’s Avantis International Small Cap Value ETF AVDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $821K | Buy |
14,035
+6,600
| +89% | +$386K | 0.25% | 37 |
|
|
2022
Q4 | $412K | Sell |
7,435
-2,200
| -23% | -$122K | 0.14% | 45 |
|
|
2022
Q3 | $469K | Sell |
9,635
-2,190
| -19% | -$107K | 0.22% | 32 |
|
|
2022
Q2 | $624K | Sell |
11,825
-1,025
| -8% | -$54.1K | 0.3% | 32 |
|
|
2022
Q1 | $804K | Buy |
12,850
+4,475
| +53% | +$280K | 0.36% | 26 |
|
|
2021
Q4 | $541K | Buy |
+8,375
| New | +$541K | 0.23% | 28 |
|