Palo Alto 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
2023
Q2
Sell
-5,440
Closed -$226K 40
2023
Q1
$226K Hold
5,440
0.18% 40
2022
Q4
$224K Buy
+5,440
New +$224K 0.19% 39