Financial Engines Advisors’s JPMorgan Realty Income ETF JPRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,363
Closed -$331K 345
2023
Q4
$331K Sell
7,363
-517
-7% -$23.3K ﹤0.01% 262
2023
Q3
$307K Sell
7,880
-8,899
-53% -$347K ﹤0.01% 240
2023
Q2
$711K Sell
16,779
-6,275
-27% -$266K ﹤0.01% 187
2023
Q1
$974K Buy
+23,054
New +$974K ﹤0.01% 180