Morris Financial Concepts’s Avantis Real Estate ETF AVRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.5K | Hold |
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|
2025
Q1 | $36.6K | Hold |
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|
2024
Q4 | $35.6K | Hold |
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|
2024
Q3 | $40.1K | Hold |
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|
2024
Q2 | $35K | Buy |
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|
2024
Q1 | $29.2K | Hold |
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|
2023
Q4 | $29.9K | Sell |
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|
2023
Q3 | $32.3K | Sell |
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|
2023
Q2 | $63.3K | Sell |
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|
2023
Q1 | $64.4K | Sell |
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|
2022
Q4 | $66.2K | Buy |
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|
2022
Q3 | $27K | Hold |
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|
2022
Q2 | $30K | Buy |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Buy |
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