Triad Financial Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $433K | Sell |
8,200
-283
| -3% | -$14.9K | 0.15% | 57 |
|
|
2023
Q2 | $456K | Sell |
8,483
-1,480
| -15% | -$79.6K | 0.19% | 51 |
|
|
2023
Q1 | $527K | Buy |
9,963
+405
| +4% | +$21.4K | 0.23% | 46 |
|
|
2022
Q4 | $482K | Sell |
9,558
-1,528
| -14% | -$77.1K | 0.22% | 49 |
|
|
2022
Q3 | $509K | Sell |
11,086
-3,888
| -26% | -$179K | 0.28% | 41 |
|
|
2022
Q2 | $779K | Sell |
14,974
-730
| -5% | -$38K | 0.43% | 31 |
|
|
2022
Q1 | $931K | Buy |
15,704
+10,761
| +218% | +$638K | 0.5% | 27 |
|
|
2021
Q4 | $313K | Buy |
+4,943
| New | +$313K | 0.19% | 76 |
|