Tortoise Investment Management’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
5,435
+2,890
| +114% | +$129K | 0.02% | 200 |
|
|
2025
Q1 | $116K | Sell |
2,545
-1,500
| -37% | -$68.2K | 0.01% | 265 |
|
|
2024
Q4 | $187K | Sell |
4,045
-215
| -5% | -$9.92K | 0.02% | 231 |
|
|
2024
Q3 | $200K | Hold |
4,260
| – | – | 0.02% | 221 |
|
|
2024
Q2 | $197K | Buy |
4,260
+260
| +7% | +$12K | 0.02% | 209 |
|
|
2024
Q1 | $186K | Hold |
4,000
| – | – | 0.02% | 224 |
|
|
2023
Q4 | $188K | Hold |
4,000
| – | – | 0.03% | 208 |
|
|
2023
Q3 | $178K | Sell |
4,000
-165
| -4% | -$7.32K | 0.03% | 205 |
|
|
2023
Q2 | $192K | Sell |
4,165
-432
| -9% | -$19.9K | 0.03% | 200 |
|
|
2023
Q1 | $214K | Sell |
4,597
-1,425
| -24% | -$66.4K | 0.03% | 187 |
|
|
2022
Q4 | $275K | Hold |
6,022
| – | – | 0.05% | 167 |
|
|
2022
Q3 | $265K | Sell |
6,022
-3,500
| -37% | -$154K | 0.05% | 161 |
|
|
2022
Q2 | $435K | Buy |
9,522
+877
| +10% | +$40.1K | 0.09% | 127 |
|
|
2022
Q1 | $405K | Buy |
8,645
+3,495
| +68% | +$164K | 0.08% | 131 |
|
|
2021
Q4 | $257K | Buy |
5,150
+4,350
| +544% | +$217K | 0.05% | 144 |
|
|
2021
Q3 | $40K | Buy |
+800
| New | +$40K | 0.01% | 299 |
|