Grand Wealth Management’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-600
| Closed | -$29.4K | – | 59 |
|
2024
Q1 | $29.4K | Hold |
600
| – | – | 0.01% | 60 |
|
2023
Q4 | $28.8K | Buy |
600
+457
| +320% | +$21.9K | 0.02% | 62 |
|
2023
Q3 | $6.42K | Hold |
143
| – | – | ﹤0.01% | 66 |
|
2023
Q2 | $6.57K | Hold |
143
| – | – | ﹤0.01% | 66 |
|
2023
Q1 | $6.4K | Hold |
143
| – | – | ﹤0.01% | 54 |
|
2022
Q4 | $6.11K | Buy |
+143
| New | +$6.11K | ﹤0.01% | 55 |
|