MFC
Morris Financial Concepts’s Avantis Real Estate ETF AVRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.5K | Hold |
850
| – | – | 0.01% | 157 |
|
|
2025
Q1 | $36.6K | Hold |
850
| – | – | 0.02% | 156 |
|
|
2024
Q4 | $35.6K | Hold |
850
| – | – | 0.02% | 148 |
|
|
2024
Q3 | $40.1K | Hold |
850
| – | – | 0.02% | 153 |
|
|
2024
Q2 | $35K | Buy |
850
+159
| +23% | +$6.55K | 0.02% | 126 |
|
|
2024
Q1 | $29.2K | Hold |
691
| – | – | 0.01% | 127 |
|
|
2023
Q4 | $29.9K | Sell |
691
-170
| -20% | -$7.36K | 0.02% | 122 |
|
|
2023
Q3 | $32.3K | Sell |
861
-684
| -44% | -$25.7K | 0.02% | 112 |
|
|
2023
Q2 | $63.3K | Sell |
1,545
-8
| -0.5% | -$328 | 0.04% | 101 |
|
|
2023
Q1 | $64.4K | Sell |
1,553
-56
| -3% | -$2.32K | 0.05% | 99 |
|
|
2022
Q4 | $66.2K | Buy |
1,609
+929
| +137% | +$38.2K | 0.05% | 93 |
|
|
2022
Q3 | $27K | Hold |
680
| – | – | 0.03% | 84 |
|
|
2022
Q2 | $30K | Buy |
680
+679
| +67,900% | +$30K | 0.03% | 92 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 120 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 110 |
|