Creative Planning’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 | $1.2M | Buy |
27,273
+48
| +0.2% | +$2.12K | ﹤0.01% | 1704 |
|
|
2025
Q1 | $1.17M | Sell |
27,225
-1,044
| -4% | -$44.9K | ﹤0.01% | 1589 |
|
|
2024
Q4 | $1.19M | Buy |
28,269
+444
| +2% | +$18.6K | ﹤0.01% | 1509 |
|
|
2024
Q3 | $1.31M | Buy |
27,825
+2,136
| +8% | +$101K | ﹤0.01% | 1321 |
|
|
2024
Q2 | $1.06M | Buy |
25,689
+428
| +2% | +$17.6K | ﹤0.01% | 1361 |
|
|
2024
Q1 | $1.07M | Buy |
25,261
+1,447
| +6% | +$61.2K | ﹤0.01% | 1290 |
|
|
2023
Q4 | $1.03M | Buy |
23,814
+625
| +3% | +$27.1K | ﹤0.01% | 1210 |
|
|
2023
Q3 | $871K | Sell |
23,189
-36
| -0.2% | -$1.35K | ﹤0.01% | 1229 |
|
|
2023
Q2 | $951K | Sell |
23,225
-3,176
| -12% | -$130K | ﹤0.01% | 1149 |
|
|
2023
Q1 | $1.09M | Buy |
+26,401
| New | +$1.09M | ﹤0.01% | 1031 |
|