Carson Wealth (CWM LLC)’s JPMorgan Realty Income ETF JPRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Sell |
9
-135
| -94% | – | ﹤0.01% | 5204 |
|
|
2025
Q1 | $7K | Buy |
144
+1
| +0.7% | +$49 | ﹤0.01% | 4286 |
|
|
2024
Q4 | $7K | Hold |
143
| – | – | ﹤0.01% | 4051 |
|
|
2024
Q3 | $7K | Hold |
143
| – | – | ﹤0.01% | 3948 |
|
|
2024
Q2 | $6K | Sell |
143
-102
| -42% | -$4.28K | ﹤0.01% | 3782 |
|
|
2024
Q1 | $11K | Buy |
245
+1
| +0.4% | +$45 | ﹤0.01% | 3280 |
|
|
2023
Q4 | $11K | Buy |
244
+2
| +0.8% | +$90 | ﹤0.01% | 3134 |
|
|
2023
Q3 | $9K | Sell |
242
-80
| -25% | -$2.98K | ﹤0.01% | 3191 |
|
|
2023
Q2 | $14K | Buy |
322
+26
| +9% | +$1.13K | ﹤0.01% | 2868 |
|
|
2023
Q1 | $13K | Buy |
296
+1
| +0.3% | +$44 | ﹤0.01% | 2790 |
|
|
2022
Q4 | $12K | Buy |
295
+13
| +5% | +$529 | ﹤0.01% | 2696 |
|
|
2022
Q3 | $12K | Buy |
282
+59
| +26% | +$2.51K | ﹤0.01% | 2569 |
|
|
2022
Q2 | $11K | Buy |
+223
| New | +$11K | ﹤0.01% | 2521 |
|