Henrickson Nauta Wealth Advisors’s Avantis Real Estate ETF AVRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $653K | Hold |
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2025
Q2 | $648K | Hold |
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2025
Q1 | $591K | Buy |
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2024
Q4 | $476K | Sell |
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2024
Q3 | $551K | Sell |
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2024
Q2 | $502K | Buy |
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2024
Q1 | $427K | Hold |
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2023
Q4 | $457K | Hold |
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2023
Q3 | $396K | Hold |
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2023
Q2 | $432K | Buy |
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2023
Q1 | $275K | Hold |
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2022
Q4 | $273K | Buy |
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