MWM
Merriman Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $12.6M | Buy |
301,308
+19,076
| +7% | +$800K | 0.53% | 26 |
|
|
2024
Q3 | $13.3M | Buy |
282,232
+16,752
| +6% | +$790K | 0.54% | 25 |
|
|
2024
Q2 | $10.9M | Sell |
265,480
-6,715
| -2% | -$277K | 0.48% | 26 |
|
|
2024
Q1 | $11.5M | Buy |
272,195
+14,097
| +5% | +$596K | 0.51% | 26 |
|
|
2023
Q4 | $11.2M | Sell |
258,098
-12,645
| -5% | -$548K | 0.54% | 26 |
|
|
2023
Q3 | $10.2M | Buy |
270,743
+13,513
| +5% | +$508K | 0.53% | 28 |
|
|
2023
Q2 | $10.5M | Buy |
257,230
+19,760
| +8% | +$809K | 0.52% | 27 |
|
|
2023
Q1 | $9.85M | Buy |
237,470
+30,248
| +15% | +$1.25M | 0.51% | 26 |
|
|
2022
Q4 | $8.52M | Buy |
207,222
+182,297
| +731% | +$7.5M | 0.44% | 31 |
|
|
2022
Q3 | $972K | Buy |
+24,925
| New | +$972K | 0.06% | 67 |
|
|
2022
Q1 | – | Sell |
-18,000
| Closed | -$1.01M | – | 197 |
|
|
2021
Q4 | $1.01M | Buy |
+18,000
| New | +$1.01M | 0.07% | 102 |
|