Carson Wealth (CWM LLC)’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 | $8.63M | Buy |
195,339
+3,403
| +2% | +$150K | 0.03% | 423 |
|
|
2025
Q1 | $8.26M | Buy |
191,936
+2,694
| +1% | +$116K | 0.03% | 392 |
|
|
2024
Q4 | $7.93M | Buy |
189,242
+3,294
| +2% | +$138K | 0.03% | 371 |
|
|
2024
Q3 | $8.77M | Buy |
185,948
+4,445
| +2% | +$210K | 0.04% | 330 |
|
|
2024
Q2 | $7.48M | Buy |
181,503
+14,719
| +9% | +$607K | 0.04% | 340 |
|
|
2024
Q1 | $7.05M | Buy |
166,784
+33,890
| +26% | +$1.43M | 0.03% | 353 |
|
|
2023
Q4 | $5.76M | Buy |
132,894
+123,314
| +1,287% | +$5.34M | 0.03% | 369 |
|
|
2023
Q3 | $360K | Buy |
9,580
+9,556
| +39,817% | +$359K | ﹤0.01% | 1090 |
|
|
2023
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 3897 |
|