Northwestern Mutual Wealth Management’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 | $555K | Buy |
12,560
+8,954
| +248% | +$395K | ﹤0.01% | 1351 |
|
2025
Q1 | $155K | Sell |
3,606
-2,265
| -39% | -$97.4K | ﹤0.01% | 1773 |
|
2024
Q4 | $246K | Sell |
5,871
-230
| -4% | -$9.64K | ﹤0.01% | 1566 |
|
2024
Q3 | $288K | Buy |
6,101
+1,381
| +29% | +$65.1K | ﹤0.01% | 1508 |
|
2024
Q2 | $195K | Hold |
4,720
| – | – | ﹤0.01% | 1578 |
|
2024
Q1 | $200K | Sell |
4,720
-2,579
| -35% | -$109K | ﹤0.01% | 1556 |
|
2023
Q4 | $316K | Buy |
7,299
+7,137
| +4,406% | +$309K | ﹤0.01% | 1349 |
|
2023
Q3 | $6.09K | Buy |
+162
| New | +$6.09K | ﹤0.01% | 2699 |
|