Fortitude Advisory Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,350
| Closed | -$211K | – | 220 |
|
|
2023
Q4 | $211K | Sell |
2,350
-597
| -20% | -$53.6K | 0.13% | 185 |
|
|
2023
Q3 | $230K | Buy |
+2,947
| New | +$230K | 0.16% | 151 |
|
|
2022
Q2 | – | Sell |
-2,246
| Closed | -$179K | – | 284 |
|
|
2022
Q1 | $179K | Buy |
2,246
+442
| +25% | +$35.2K | 0.1% | 211 |
|
|
2021
Q4 | $144K | Buy |
+1,804
| New | +$144K | 0.07% | 261 |
|