CTWM
Cherry Tree Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8K | Sell |
517
-108
| -17% | -$4.77K | 0.01% | 329 |
|
|
2025
Q1 | $26.9K | Hold |
625
| – | – | 0.01% | 309 |
|
|
2024
Q4 | $26.2K | Sell |
625
-108
| -15% | -$4.53K | 0.01% | 306 |
|
|
2024
Q3 | $34.6K | Buy |
733
+110
| +18% | +$5.19K | 0.01% | 287 |
|
|
2024
Q2 | $25.7K | Hold |
623
| – | – | 0.01% | 305 |
|
|
2024
Q1 | $26.3K | Hold |
623
| – | – | 0.01% | 299 |
|
|
2023
Q4 | $27K | Hold |
623
| – | – | 0.01% | 286 |
|
|
2023
Q3 | $23.4K | Sell |
623
-32
| -5% | -$1.2K | 0.01% | 281 |
|
|
2023
Q2 | $26.8K | Buy |
+655
| New | +$26.8K | 0.01% | 270 |
|