HNWA
Henrickson Nauta 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
Q2 | $648K | Hold |
14,672
| – | – | 0.22% | 43 |
|
|
2025
Q1 | $591K | Buy |
14,672
+3,320
| +29% | +$134K | 0.24% | 39 |
|
|
2024
Q4 | $476K | Sell |
11,352
-332
| -3% | -$13.9K | 0.19% | 48 |
|
|
2024
Q3 | $551K | Sell |
11,684
-505
| -4% | -$23.8K | 0.22% | 40 |
|
|
2024
Q2 | $502K | Buy |
12,189
+1,648
| +16% | +$67.9K | 0.21% | 45 |
|
|
2024
Q1 | $427K | Hold |
10,541
| – | – | 0.19% | 46 |
|
|
2023
Q4 | $457K | Hold |
10,541
| – | – | 0.22% | 44 |
|
|
2023
Q3 | $396K | Hold |
10,541
| – | – | 0.24% | 33 |
|
|
2023
Q2 | $432K | Buy |
10,541
+3,908
| +59% | +$160K | 0.29% | 32 |
|
|
2023
Q1 | $275K | Hold |
6,633
| – | – | 0.2% | 42 |
|
|
2022
Q4 | $273K | Buy |
+6,633
| New | +$273K | 0.22% | 40 |
|