CPWMP
Cardinal Point Wealth Management Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $792K | Buy |
10,697
+1,432
| +15% | +$106K | 0.24% | 39 |
|
|
2022
Q4 | $690K | Sell |
9,265
-2,930
| -24% | -$218K | 0.24% | 36 |
|
|
2022
Q3 | $848K | Buy |
12,195
+145
| +1% | +$10.1K | 0.4% | 21 |
|
|
2022
Q2 | $824K | Hold |
12,050
| – | – | 0.4% | 25 |
|
|
2022
Q1 | $962K | Buy |
12,050
+5,825
| +94% | +$465K | 0.43% | 22 |
|
|
2021
Q4 | $496K | Buy |
+6,225
| New | +$496K | 0.22% | 29 |
|