CPWM
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Cardinal Point Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$439K Sell
5,800
-1,100
-16% -$83.3K 0.21% 26
2021
Q2
$525K Sell
6,900
-3,425
-33% -$261K 0.24% 26
2021
Q1
$745K Buy
10,325
+925
+10% +$66.7K 0.38% 22
2020
Q4
$534K Buy
+9,400
New +$534K 0.27% 22