MRWM
ML&R Wealth Management’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $255K | Hold |
5,468
| – | – | 0.06% | 61 |
|
|
2023
Q4 | $256K | Buy |
+5,468
| New | +$256K | 0.06% | 66 |
|
|
2023
Q3 | – | Sell |
-5,468
| Closed | -$252K | – | 70 |
|
|
2023
Q2 | $252K | Hold |
5,468
| – | – | 0.06% | 80 |
|
|
2023
Q1 | $255K | Hold |
5,468
| – | – | 0.07% | 57 |
|
|
2022
Q4 | $250K | Hold |
5,468
| – | – | 0.07% | 47 |
|
|
2022
Q3 | $241K | Hold |
5,468
| – | – | 0.08% | 59 |
|
|
2022
Q2 | $250K | Buy |
+5,468
| New | +$250K | 0.11% | 42 |
|