Jackson Thornton Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Hold |
5,985
| – | – | 0.03% | 101 |
|
|
2025
Q1 | $254K | Hold |
5,985
| – | – | 0.03% | 76 |
|
|
2024
Q4 | $251K | Sell |
5,985
-2,335
| -28% | -$97.9K | 0.03% | 70 |
|
|
2024
Q3 | $392K | Buy |
8,320
+2,337
| +39% | +$110K | 0.05% | 47 |
|
|
2024
Q2 | $247K | Hold |
5,983
| – | – | 0.04% | 51 |
|
|
2024
Q1 | $253K | Hold |
5,983
| – | – | 0.04% | 46 |
|
|
2023
Q4 | $259K | Buy |
+5,983
| New | +$259K | 0.05% | 46 |
|