CPWM
Cypress Point Wealth Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
25,637
-2,033
| -7% | -$109K | 0.33% | 39 |
|
|
2025
Q1 | $1.3M | Sell |
27,670
-1,306
| -5% | -$61.6K | 0.41% | 37 |
|
|
2024
Q4 | $1.34M | Buy |
28,976
+1,952
| +7% | +$90.2K | 0.42% | 39 |
|
|
2024
Q3 | $1.41M | Buy |
27,024
+65
| +0.2% | +$3.39K | 0.55% | 37 |
|
|
2024
Q2 | $1.31M | Buy |
26,959
+93
| +0.3% | +$4.53K | 0.62% | 37 |
|
|
2024
Q1 | $1.27M | Buy |
26,866
+9,975
| +59% | +$473K | 0.65% | 38 |
|
|
2023
Q4 | $777K | Buy |
16,891
+11,324
| +203% | +$521K | 0.58% | 35 |
|
|
2023
Q3 | $242K | Buy |
5,567
+790
| +17% | +$34.3K | 0.21% | 46 |
|
|
2023
Q2 | $209K | Buy |
+4,777
| New | +$209K | 0.22% | 40 |
|