LFGO
Legacy Financial Group (Oklahoma)’s Avantis Real Estate ETF AVRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,695
| Closed | -$289K | – | 70 |
|
|
2023
Q3 | $289K | Buy |
7,695
+237
| +3% | +$8.9K | 0.14% | 55 |
|
|
2023
Q2 | $305K | Sell |
7,458
-184
| -2% | -$7.53K | 0.15% | 54 |
|
|
2023
Q1 | $317K | Buy |
7,642
+516
| +7% | +$21.4K | 0.18% | 44 |
|
|
2022
Q4 | $293K | Buy |
+7,126
| New | +$293K | 0.18% | 45 |
|