Founders Financial Alliance’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 | – | Sell |
-146
| Closed | -$13.7K | – | 549 |
|
|
2025
Q1 | $13.7K | Hold |
146
| – | – | ﹤0.01% | 517 |
|
|
2024
Q4 | $13.7K | Hold |
146
| – | – | ﹤0.01% | 462 |
|
|
2024
Q3 | $14.7K | Hold |
146
| – | – | ﹤0.01% | 467 |
|
|
2024
Q2 | $12.8K | Hold |
146
| – | – | ﹤0.01% | 458 |
|
|
2024
Q1 | $12.9K | Hold |
146
| – | – | ﹤0.01% | 462 |
|
|
2023
Q4 | $13K | Hold |
146
| – | – | 0.01% | 416 |
|
|
2023
Q3 | $11.4K | Hold |
146
| – | – | 0.01% | 409 |
|
|
2023
Q2 | $12.3K | Hold |
146
| – | – | ﹤0.01% | 439 |
|
|
2023
Q1 | $12K | Hold |
146
| – | – | 0.01% | 393 |
|
|
2022
Q4 | $11.9K | Hold |
146
| – | – | 0.01% | 413 |
|
|
2022
Q3 | $11K | Buy |
+146
| New | +$11K | 0.01% | 411 |
|
|
2020
Q4 | – | Sell |
-354
| Closed | -$25K | – | 505 |
|
|
2020
Q3 | $25K | Buy |
+354
| New | +$25K | 0.01% | 518 |
|