J.P. Morgan Private Wealth Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.33M | Buy |
120,390
+6,193
| +5% | +$274K | 0.02% | 491 |
|
|
2023
Q2 | $5.21M | Sell |
114,197
-14,663
| -11% | -$669K | 0.03% | 334 |
|
|
2023
Q1 | $5.68M | Buy |
128,860
+18,271
| +17% | +$806K | 0.01% | 552 |
|
|
2022
Q4 | $4.79M | Buy |
110,589
+64,717
| +141% | +$2.81M | 0.01% | 586 |
|
|
2022
Q3 | $1.81M | Buy |
45,872
+18,130
| +65% | +$717K | ﹤0.01% | 879 |
|
|
2022
Q2 | $1.14M | Buy |
27,742
+20,582
| +287% | +$844K | ﹤0.01% | 1073 |
|
|
2022
Q1 | $342K | Buy |
+7,160
| New | +$342K | ﹤0.01% | 1697 |
|