EverSource Wealth Advisors’s Avantis Moderate Allocation ETF AVMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9K | Buy |
194
+34
| +21% | +$2.09K | ﹤0.01% | 2681 |
|
|
2025
Q1 | $9.27K | Buy |
160
+16
| +11% | +$927 | ﹤0.01% | 2150 |
|
|
2024
Q4 | $8.36K | Buy |
144
+36
| +33% | +$2.09K | ﹤0.01% | 2093 |
|
|
2024
Q3 | $6.46K | Buy |
108
+9
| +9% | +$538 | ﹤0.01% | 2110 |
|
|
2024
Q2 | $5.74K | Buy |
99
+26
| +36% | +$1.51K | ﹤0.01% | 2172 |
|
|
2024
Q1 | $4.02K | Buy |
+73
| New | +$4.02K | ﹤0.01% | 2145 |
|