MRWM
ML&R Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $798K | Sell |
13,768
-19,517
| -59% | -$1.13M | 0.18% | 31 |
|
|
2023
Q4 | $1.88M | Buy |
33,285
+3,646
| +12% | +$206K | 0.43% | 20 |
|
|
2023
Q3 | $1.56M | Sell |
29,639
-1,903
| -6% | -$100K | 0.41% | 19 |
|
|
2023
Q2 | $1.7M | Sell |
31,542
-8,855
| -22% | -$476K | 0.37% | 35 |
|
|
2023
Q1 | $2.14M | Buy |
40,397
+172
| +0.4% | +$9.1K | 0.57% | 18 |
|
|
2022
Q4 | $2.03M | Buy |
40,225
+26,909
| +202% | +$1.36M | 0.61% | 16 |
|
|
2022
Q3 | $612K | Sell |
13,316
-1,483
| -10% | -$68.2K | 0.21% | 32 |
|
|
2022
Q2 | $770K | Buy |
14,799
+5,190
| +54% | +$270K | 0.35% | 23 |
|
|
2022
Q1 | $570K | Buy |
9,609
+4,032
| +72% | +$239K | 0.21% | 26 |
|
|
2021
Q4 | $353K | Buy |
+5,577
| New | +$353K | 0.13% | 33 |
|