RLIM
Red Lighthouse Investment Management’s Avantis Real Estate ETF AVRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Sell |
61,996
-16,876
| -21% | -$745K | 1.05% | 14 |
|
|
2025
Q1 | $3.33M | Buy |
78,872
+8,519
| +12% | +$360K | 1.36% | 13 |
|
|
2024
Q4 | $2.95M | Buy |
70,353
+1,678
| +2% | +$70.3K | 1.17% | 13 |
|
|
2024
Q3 | $3.24M | Buy |
68,675
+47
| +0.1% | +$2.22K | 1.27% | 12 |
|
|
2024
Q2 | $2.83M | Sell |
68,628
-10,244
| -13% | -$422K | 1.18% | 13 |
|
|
2024
Q1 | $3.33M | Buy |
78,872
+60
| +0.1% | +$2.54K | 1.34% | 13 |
|
|
2023
Q4 | $3.41M | Buy |
78,812
+4,333
| +6% | +$188K | 1.43% | 13 |
|
|
2023
Q3 | $2.8M | Buy |
74,479
+1,730
| +2% | +$65K | 1.32% | 13 |
|
|
2023
Q2 | $2.98M | Buy |
72,749
+7,621
| +12% | +$312K | 1.36% | 13 |
|
|
2023
Q1 | $2.7M | Sell |
65,128
-4,148
| -6% | -$172K | 1.31% | 13 |
|
|
2022
Q4 | $2.85M | Buy |
+69,276
| New | +$2.85M | 1.44% | 13 |
|