UBS Group’s Avantis Moderate Allocation ETF AVMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,232
| Closed | -$130K | – | 8879 |
|
|
2024
Q4 | $130K | Buy |
2,232
+2,185
| +4,649% | +$127K | ﹤0.01% | 5504 |
|
|
2024
Q3 | $2.81K | Buy |
+47
| New | +$2.81K | ﹤0.01% | 7149 |
|
|
2024
Q2 | – | Sell |
-68
| Closed | -$3.87K | – | 8320 |
|
|
2024
Q1 | $3.87K | Buy |
+68
| New | +$3.87K | ﹤0.01% | 6516 |
|