North Ridge Wealth Advisors’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 | $4.55M | Buy |
103,133
+301
| +0.3% | +$13.3K | 2.8% | 12 |
|
|
2025
Q1 | $4.42M | Sell |
102,832
-420
| -0.4% | -$18.1K | 2.95% | 12 |
|
|
2024
Q4 | $4.33M | Sell |
103,252
-1,634
| -2% | -$68.5K | 3% | 12 |
|
|
2024
Q3 | $4.94M | Sell |
104,886
-437
| -0.4% | -$20.6K | 3.36% | 11 |
|
|
2024
Q2 | $4.34M | Buy |
105,323
+4,885
| +5% | +$201K | 3.3% | 10 |
|
|
2024
Q1 | $4.25M | Buy |
100,438
+113
| +0.1% | +$4.78K | 3.29% | 10 |
|
|
2023
Q4 | $4.35M | Sell |
100,325
-3,948
| -4% | -$171K | 3.62% | 10 |
|
|
2023
Q3 | $3.92M | Buy |
104,273
+3,489
| +3% | +$131K | 3.82% | 9 |
|
|
2023
Q2 | $4.13M | Buy |
100,784
+4,293
| +4% | +$176K | 3.94% | 9 |
|
|
2023
Q1 | $4M | Buy |
+96,491
| New | +$4M | 4% | 9 |
|