CPWM
Cypress Point Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
42,241
-6,650
| -14% | -$343K | 0.53% | 28 |
|
|
2025
Q1 | $2.37M | Buy |
48,891
+3,031
| +7% | +$147K | 0.75% | 26 |
|
|
2024
Q4 | $2.49M | Buy |
45,860
+2,444
| +6% | +$133K | 0.78% | 24 |
|
|
2024
Q3 | $2.35M | Buy |
43,416
+4,164
| +11% | +$225K | 0.92% | 27 |
|
|
2024
Q2 | $1.96M | Buy |
39,252
+938
| +2% | +$46.8K | 0.93% | 27 |
|
|
2024
Q1 | $2.01M | Buy |
38,314
+9,976
| +35% | +$522K | 1.03% | 24 |
|
|
2023
Q4 | $1.45M | Buy |
28,338
+8,521
| +43% | +$435K | 1.07% | 25 |
|
|
2023
Q3 | $877K | Buy |
19,817
+14,607
| +280% | +$647K | 0.77% | 29 |
|
|
2023
Q2 | $238K | Buy |
+5,210
| New | +$238K | 0.25% | 38 |
|