Wealthcare Advisory 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 | $3.2M | Sell |
72,436
-13,585
| -16% | -$600K | 0.07% | 229 |
|
|
2025
Q1 | $3.7M | Buy |
+86,021
| New | +$3.7M | 0.1% | 176 |
|
|
2024
Q4 | – | Sell |
-4,405
| Closed | -$208K | – | 891 |
|
|
2024
Q3 | $208K | Buy |
+4,405
| New | +$208K | 0.01% | 824 |
|
|
2024
Q1 | – | Sell |
-5,107
| Closed | -$221K | – | 803 |
|
|
2023
Q4 | $221K | Buy |
+5,107
| New | +$221K | 0.01% | 694 |
|
|
2023
Q3 | – | Sell |
-5,066
| Closed | -$207K | – | 700 |
|
|
2023
Q2 | $207K | Buy |
5,066
+13
| +0.3% | +$532 | 0.01% | 671 |
|
|
2023
Q1 | $209K | Buy |
5,053
+12
| +0.2% | +$498 | 0.01% | 676 |
|
|
2022
Q4 | $207K | Buy |
+5,041
| New | +$207K | 0.01% | 646 |
|