True Wealth Design’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,237
| Closed | -$133K | – | 1278 |
|
|
2024
Q2 | $133K | Buy |
3,237
+93
| +3% | +$3.83K | 0.03% | 126 |
|
|
2024
Q1 | $133K | Hold |
3,144
| – | – | 0.03% | 130 |
|
|
2023
Q4 | $136K | Buy |
+3,144
| New | +$136K | 0.04% | 125 |
|
|
2023
Q3 | – | Sell |
-1,446
| Closed | -$59.2K | – | 775 |
|
|
2023
Q2 | $59.2K | Buy |
1,446
+1,101
| +319% | +$45.1K | 0.02% | 146 |
|
|
2023
Q1 | $14.3K | Buy |
345
+328
| +1,929% | +$13.6K | 0.01% | 220 |
|
|
2022
Q4 | $699 | Buy |
+17
| New | +$699 | ﹤0.01% | 387 |
|