EverSource Wealth Advisors’s Avantis Real Estate ETF AVRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-167
| Closed | -$7K | – | 4032 |
|
|
2024
Q4 | $7K | Hold |
167
| – | – | ﹤0.01% | 2183 |
|
|
2024
Q3 | $7.87K | Hold |
167
| – | – | ﹤0.01% | 1996 |
|
|
2024
Q2 | $7.31K | Buy |
167
+11
| +7% | +$481 | ﹤0.01% | 2037 |
|
|
2024
Q1 | $6.13K | Sell |
156
-5,092
| -97% | -$200K | ﹤0.01% | 1946 |
|
|
2023
Q4 | $227K | Buy |
5,248
+45
| +0.9% | +$1.95K | 0.02% | 401 |
|
|
2023
Q3 | $195K | Buy |
5,203
+256
| +5% | +$9.62K | 0.02% | 402 |
|
|
2023
Q2 | $203K | Sell |
4,947
-151
| -3% | -$6.18K | 0.02% | 392 |
|
|
2023
Q1 | $211K | Buy |
+5,098
| New | +$211K | 0.03% | 360 |
|