CPWMP
Cardinal Point Wealth Management Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $819K | Buy |
15,477
+5,382
| +53% | +$285K | 0.25% | 38 |
|
|
2022
Q4 | $509K | Sell |
10,095
-304
| -3% | -$15.3K | 0.18% | 42 |
|
|
2022
Q3 | $487K | Sell |
10,399
-3,451
| -25% | -$162K | 0.23% | 31 |
|
|
2022
Q2 | $721K | Sell |
13,850
-1,825
| -12% | -$95K | 0.35% | 27 |
|
|
2022
Q1 | $929K | Buy |
15,675
+6,950
| +80% | +$412K | 0.41% | 24 |
|
|
2021
Q4 | $552K | Buy |
+8,725
| New | +$552K | 0.24% | 26 |
|