Farther Finance Advisors’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 | $52K | Sell |
564
-2
| -0.4% | -$184 | ﹤0.01% | 2112 |
|
|
2025
Q1 | $53.3K | Buy |
566
+339
| +149% | +$31.9K | ﹤0.01% | 1864 |
|
|
2024
Q4 | $21.3K | Buy |
227
+212
| +1,413% | +$19.9K | ﹤0.01% | 2052 |
|
|
2024
Q3 | $1.51K | Buy |
15
+8
| +114% | +$807 | ﹤0.01% | 3091 |
|
|
2024
Q2 | $608 | Hold |
7
| – | – | ﹤0.01% | 3231 |
|
|
2024
Q1 | $609 | Hold |
7
| – | – | ﹤0.01% | 2957 |
|
|
2023
Q4 | $625 | Buy |
+7
| New | +$625 | ﹤0.01% | 2899 |
|
|
2023
Q2 | – | Sell |
-432
| Closed | -$35.8K | – | 2502 |
|
|
2023
Q1 | $35.8K | Buy |
+432
| New | +$35.8K | 0.01% | 702 |
|