Morton Brown Family Wealth’s Avantis Real Estate ETF AVRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
9,769
+371
| +4% | +$16.4K | 0.13% | 36 |
|
|
2025
Q1 | $404K | Buy |
9,398
+15
| +0.2% | +$645 | 0.14% | 36 |
|
|
2024
Q4 | $393K | Buy |
9,383
+1,744
| +23% | +$73.1K | 0.14% | 38 |
|
|
2024
Q3 | $360K | Buy |
7,639
+332
| +5% | +$15.7K | 0.13% | 42 |
|
|
2024
Q2 | $318K | Buy |
7,307
+2,813
| +63% | +$122K | 0.13% | 42 |
|
|
2024
Q1 | $190K | Sell |
4,494
-2,695
| -37% | -$114K | 0.08% | 55 |
|
|
2023
Q4 | $311K | Buy |
7,189
+4,730
| +192% | +$205K | 0.14% | 42 |
|
|
2023
Q3 | $92.4K | Buy |
+2,459
| New | +$92.4K | 0.05% | 62 |
|