MRWM
ML&R Wealth Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.41M | Sell |
26,145
-1,395
| -5% | -$75.4K | 0.32% | 23 |
|
|
2023
Q4 | $1.42M | Buy |
27,540
+124
| +0.5% | +$6.38K | 0.32% | 26 |
|
|
2023
Q3 | $1.32M | Sell |
27,416
-316
| -1% | -$15.2K | 0.34% | 24 |
|
|
2023
Q2 | $1.35M | Sell |
27,732
-1,012
| -4% | -$49.2K | 0.3% | 41 |
|
|
2023
Q1 | $1.39M | Sell |
28,744
-2,179
| -7% | -$105K | 0.37% | 21 |
|
|
2022
Q4 | $1.39M | Sell |
30,923
-1,123
| -4% | -$50.7K | 0.42% | 21 |
|
|
2022
Q3 | $1.22M | Buy |
32,046
+10,866
| +51% | +$413K | 0.41% | 20 |
|
|
2022
Q2 | $901K | Buy |
+21,180
| New | +$901K | 0.41% | 19 |
|