CPWM
Cypress Point 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 | $325K | Buy |
7,368
+84
| +1% | +$3.71K | 0.08% | 68 |
|
|
2025
Q1 | $313K | Buy |
7,284
+1,185
| +19% | +$51K | 0.1% | 60 |
|
|
2024
Q4 | $256K | Buy |
6,099
+442
| +8% | +$18.5K | 0.08% | 65 |
|
|
2024
Q3 | $267K | Buy |
5,657
+530
| +10% | +$25K | 0.1% | 70 |
|
|
2024
Q2 | $211K | Buy |
+5,127
| New | +$211K | 0.1% | 70 |
|