Tortoise Investment Management’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 | $173K | Hold |
3,925
| – | – | 0.02% | 237 |
|
|
2025
Q1 | $169K | Hold |
3,925
| – | – | 0.02% | 229 |
|
|
2024
Q4 | $165K | Hold |
3,925
| – | – | 0.02% | 249 |
|
|
2024
Q3 | $185K | Hold |
3,925
| – | – | 0.02% | 236 |
|
|
2024
Q2 | $162K | Hold |
3,925
| – | – | 0.02% | 244 |
|
|
2024
Q1 | $166K | Hold |
3,925
| – | – | 0.02% | 243 |
|
|
2023
Q4 | $170K | Hold |
3,925
| – | – | 0.02% | 227 |
|
|
2023
Q3 | $147K | Sell |
3,925
-500
| -11% | -$18.8K | 0.02% | 229 |
|
|
2023
Q2 | $181K | Buy |
4,425
+105
| +2% | +$4.3K | 0.03% | 206 |
|
|
2023
Q1 | $179K | Buy |
+4,320
| New | +$179K | 0.03% | 201 |
|