Angeles Wealth Management’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Hold |
1,090
| – | – | 0.01% | 357 |
|
|
2025
Q1 | $102K | Sell |
1,090
-1,124
| -51% | -$106K | 0.01% | 308 |
|
|
2024
Q4 | $207K | Sell |
2,214
-255
| -10% | -$23.9K | 0.02% | 285 |
|
|
2024
Q3 | $249K | Buy |
2,469
+1,090
| +79% | +$110K | 0.02% | 232 |
|
|
2024
Q2 | $121K | Sell |
1,379
-919
| -40% | -$80.6K | 0.01% | 245 |
|
|
2024
Q1 | $203K | Buy |
2,298
+919
| +67% | +$81.3K | 0.02% | 214 |
|
|
2023
Q4 | $123K | Buy |
+1,379
| New | +$123K | 0.02% | 210 |
|