IFP 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 | $829 | Buy |
+9
| New | +$829 | ﹤0.01% | 4276 |
|
|
2023
Q1 | – | Sell |
-21
| Closed | -$2K | – | 3441 |
|
|
2022
Q4 | $2K | Sell |
21
-53
| -72% | -$5.05K | ﹤0.01% | 4116 |
|
|
2022
Q3 | $8K | Hold |
74
| – | – | ﹤0.01% | 3753 |
|
|
2022
Q2 | $8K | Hold |
74
| – | – | ﹤0.01% | 3509 |
|
|
2022
Q1 | $8K | Buy |
+74
| New | +$8K | ﹤0.01% | 3509 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3424 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3139 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3071 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2999 |
|
|
2020
Q3 | – | Sell |
-33
| Closed | -$2K | – | 2888 |
|
|
2020
Q2 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 2332 |
|