Triad Financial Advisors’s Avantis International Equity ETF AVDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $690K | Hold |
12,404
| – | – | 0.24% | 41 |
|
|
2023
Q2 | $712K | Sell |
12,404
-1,164
| -9% | -$66.8K | 0.29% | 38 |
|
|
2023
Q1 | $774K | Sell |
13,568
-1,962
| -13% | -$112K | 0.34% | 37 |
|
|
2022
Q4 | $826K | Sell |
15,530
-2,898
| -16% | -$154K | 0.37% | 38 |
|
|
2022
Q3 | $841K | Sell |
18,428
-11,563
| -39% | -$528K | 0.46% | 29 |
|
|
2022
Q2 | $1.53M | Sell |
29,991
-3,041
| -9% | -$155K | 0.85% | 17 |
|
|
2022
Q1 | $1.99M | Buy |
33,032
+18,542
| +128% | +$1.12M | 1.07% | 13 |
|
|
2021
Q4 | $919K | Buy |
+14,490
| New | +$919K | 0.55% | 30 |
|