PWS
Physician Wealth Solutions’s Avantis Real Estate ETF AVRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Sell |
297,943
-10,015
| -3% | -$442K | 6.1% | 4 |
|
|
2025
Q1 | $13.2M | Sell |
307,958
-5,778
| -2% | -$249K | 6.66% | 5 |
|
|
2024
Q4 | $13.2M | Buy |
313,736
+2,745
| +0.9% | +$115K | 6.59% | 6 |
|
|
2024
Q3 | $14.2M | Buy |
310,991
+55,686
| +22% | +$2.54M | 7.07% | 4 |
|
|
2024
Q2 | $10.5M | Buy |
255,305
+67,980
| +36% | +$2.8M | 7.51% | 2 |
|
|
2024
Q1 | $7.92M | Buy |
187,325
+61,267
| +49% | +$2.59M | 6.65% | 4 |
|
|
2023
Q4 | $5.46M | Buy |
+126,058
| New | +$5.46M | 5.45% | 6 |
|