PCG 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 | – | Sell |
-33,993
| Closed | -$1.46M | – | 95 |
|
|
2025
Q1 | $1.46M | Buy |
33,993
+11,928
| +54% | +$513K | 0.51% | 61 |
|
|
2024
Q4 | $925K | Buy |
+22,065
| New | +$925K | 0.34% | 72 |
|
|
2023
Q3 | – | Sell |
-19,916
| Closed | -$815K | – | 106 |
|
|
2023
Q2 | $815K | Buy |
19,916
+576
| +3% | +$23.6K | 0.51% | 49 |
|
|
2023
Q1 | $802K | Buy |
19,340
+2,684
| +16% | +$111K | 0.51% | 48 |
|
|
2022
Q4 | $685K | Buy |
+16,656
| New | +$685K | 0.43% | 53 |
|