Waypoint Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
34,746
-365
| -1% | -$16.1K | 0.37% | 25 |
|
|
2025
Q1 | $1.51M | Sell |
35,111
-2,606
| -7% | -$112K | 0.42% | 24 |
|
|
2024
Q4 | $1.58M | Hold |
37,717
| – | – | 0.43% | 25 |
|
|
2024
Q3 | $1.78M | Hold |
37,717
| – | – | 0.47% | 22 |
|
|
2024
Q2 | $1.55M | Hold |
37,717
| – | – | 0.45% | 22 |
|
|
2024
Q1 | $1.59M | Hold |
37,717
| – | – | 0.45% | 21 |
|
|
2023
Q4 | $1.63M | Buy |
+37,717
| New | +$1.63M | 0.51% | 19 |
|