IAG Wealth Partners’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 | $2.95K | Hold |
32
| – | – | ﹤0.01% | 428 |
|
|
2025
Q1 | $3.01K | Buy |
+32
| New | +$3.01K | ﹤0.01% | 437 |
|
|
2023
Q4 | – | Sell |
-13,363
| Closed | -$1.04M | – | 429 |
|
|
2023
Q3 | $1.04M | Buy |
13,363
+460
| +4% | +$35.8K | 0.29% | 42 |
|
|
2023
Q2 | $1.09M | Buy |
12,903
+1,836
| +17% | +$155K | 0.29% | 43 |
|
|
2023
Q1 | $917K | Buy |
11,067
+406
| +4% | +$33.7K | 0.25% | 41 |
|
|
2022
Q4 | $870K | Buy |
10,661
+1,764
| +20% | +$144K | 0.26% | 43 |
|
|
2022
Q3 | $697K | Sell |
8,897
-1,273
| -13% | -$99.7K | 0.23% | 45 |
|
|
2022
Q2 | $893K | Buy |
+10,170
| New | +$893K | 0.29% | 40 |
|