Triad Financial Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,150
| Closed | -$533K | – | 100 |
|
|
2022
Q4 | $533K | Buy |
7,150
+553
| +8% | +$41.2K | 0.24% | 46 |
|
|
2022
Q3 | $436K | Hold |
6,597
| – | – | 0.24% | 49 |
|
|
2022
Q2 | $451K | Hold |
6,597
| – | – | 0.25% | 47 |
|
|
2022
Q1 | $527K | Hold |
6,597
| – | – | 0.28% | 46 |
|
|
2021
Q4 | $526K | Buy |
+6,597
| New | +$526K | 0.31% | 49 |
|