Triad Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.7M | Buy |
45,217
+5,215
| +13% | +$196K | 0.6% | 22 |
|
|
2023
Q2 | $1.64M | Buy |
40,002
+6,642
| +20% | +$272K | 0.67% | 22 |
|
|
2023
Q1 | $1.38M | Buy |
33,360
+7,461
| +29% | +$309K | 0.6% | 23 |
|
|
2022
Q4 | $1.06M | Buy |
25,899
+3,445
| +15% | +$142K | 0.47% | 27 |
|
|
2022
Q3 | $876K | Buy |
22,454
+9,708
| +76% | +$379K | 0.48% | 28 |
|
|
2022
Q2 | $566K | Buy |
12,746
+7,494
| +143% | +$333K | 0.31% | 38 |
|
|
2022
Q1 | $276K | Buy |
+5,252
| New | +$276K | 0.15% | 85 |
|