Merriman Wealth Management’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $707K | Buy |
14,011
+691
| +5% | +$34.8K | 0.03% | 103 |
|
|
2024
Q3 | $737K | Hold |
13,320
| – | – | 0.03% | 118 |
|
|
2024
Q2 | $689K | Sell |
13,320
-1,077
| -7% | -$55.7K | 0.03% | 121 |
|
|
2024
Q1 | $706K | Buy |
14,397
+278
| +2% | +$13.6K | 0.03% | 118 |
|
|
2023
Q4 | $677K | Buy |
14,119
+71
| +0.5% | +$3.41K | 0.03% | 113 |
|
|
2023
Q3 | $630K | Buy |
14,048
+1,299
| +10% | +$58.3K | 0.03% | 107 |
|
|
2023
Q2 | $586K | Buy |
12,749
+338
| +3% | +$15.5K | 0.03% | 127 |
|
|
2023
Q1 | $556K | Sell |
12,411
-3,192
| -20% | -$143K | 0.03% | 122 |
|
|
2022
Q4 | $666K | Buy |
15,603
+6,143
| +65% | +$262K | 0.03% | 125 |
|
|
2022
Q3 | $366K | Sell |
9,460
-92
| -1% | -$3.56K | 0.02% | 118 |
|
|
2022
Q2 | $418K | Buy |
+9,552
| New | +$418K | 0.03% | 108 |
|