OCM
Objective Capital Management’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,990
| Closed | -$284K | – | 139 |
|
|
2024
Q3 | $284K | Buy |
+2,990
| New | +$284K | 0.17% | 116 |
|
|
2024
Q1 | $268K | Sell |
2,990
-1,000
| -25% | -$89.5K | 0.18% | 106 |
|
|
2023
Q4 | $325K | Sell |
3,990
-300
| -7% | -$24.5K | 0.25% | 86 |
|
|
2023
Q3 | $314K | Buy |
4,290
+1,190
| +38% | +$87.2K | 0.28% | 75 |
|
|
2023
Q2 | $233K | Buy |
+3,100
| New | +$233K | 0.2% | 84 |
|