CPWM
Cypress Point Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.17M | Buy |
90,040
+192
| +0.2% | +$13.2K | 1.5% | 9 |
|
|
2025
Q1 | $5.41M | Sell |
89,848
-1,127
| -1% | -$67.8K | 1.71% | 10 |
|
|
2024
Q4 | $5.35M | Sell |
90,975
-530
| -0.6% | -$31.2K | 1.67% | 11 |
|
|
2024
Q3 | $5.91M | Buy |
91,505
+25,519
| +39% | +$1.65M | 2.32% | 9 |
|
|
2024
Q2 | $4.03M | Buy |
65,986
+887
| +1% | +$54.2K | 1.91% | 12 |
|
|
2024
Q1 | $3.77M | Buy |
65,099
+14,087
| +28% | +$816K | 1.93% | 12 |
|
|
2023
Q4 | $2.88M | Buy |
51,012
+38,777
| +317% | +$2.19M | 2.14% | 15 |
|
|
2023
Q3 | $646K | Buy |
12,235
+5,407
| +79% | +$285K | 0.57% | 36 |
|
|
2023
Q2 | $367K | Buy |
+6,828
| New | +$367K | 0.39% | 33 |
|