KCS Wealth Advisory’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,593
| Closed | -$355K | – | 135 |
|
|
2023
Q2 | $355K | Buy |
6,593
+295
| +5% | +$15.9K | 0.12% | 123 |
|
|
2023
Q1 | $333K | Buy |
6,298
+292
| +5% | +$15.4K | 0.13% | 118 |
|
|
2022
Q4 | $303K | Buy |
6,006
+437
| +8% | +$22K | 0.13% | 122 |
|
|
2022
Q3 | $256K | Buy |
5,569
+1,307
| +31% | +$60.1K | 0.12% | 130 |
|
|
2022
Q2 | $222K | Buy |
+4,262
| New | +$222K | 0.1% | 143 |
|