Integrated Advisors Network’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 | $217K | Hold |
2,360
| – | – | 0.01% | 702 |
|
|
2025
Q1 | $222K | Hold |
2,360
| – | – | 0.01% | 661 |
|
|
2024
Q4 | $221K | Hold |
2,360
| – | – | 0.01% | 643 |
|
|
2024
Q3 | $238K | Hold |
2,360
| – | – | 0.01% | 643 |
|
|
2024
Q2 | $207K | Hold |
2,360
| – | – | 0.01% | 648 |
|
|
2024
Q1 | $209K | Hold |
2,360
| – | – | 0.01% | 666 |
|
|
2023
Q4 | $211K | Sell |
2,360
-1,823
| -44% | -$163K | 0.01% | 624 |
|
|
2023
Q3 | $325K | Hold |
4,183
| – | – | 0.02% | 512 |
|
|
2023
Q2 | $353K | Sell |
4,183
-10,100
| -71% | -$853K | 0.02% | 508 |
|
|
2023
Q1 | $1.18M | Buy |
14,283
+9,903
| +226% | +$821K | 0.07% | 261 |
|
|
2022
Q4 | $357K | Sell |
4,380
-14,120
| -76% | -$1.15M | 0.02% | 480 |
|
|
2022
Q3 | $1.45M | Sell |
18,500
-2,750
| -13% | -$216K | 0.1% | 219 |
|
|
2022
Q2 | $1.87M | Buy |
21,250
+995
| +5% | +$87.4K | 0.12% | 189 |
|
|
2022
Q1 | $2.16M | Buy |
20,255
+9,105
| +82% | +$969K | 0.13% | 188 |
|
|
2021
Q4 | $1.24M | Buy |
11,150
+1,460
| +15% | +$162K | 0.07% | 244 |
|
|
2021
Q3 | $932K | Buy |
+9,690
| New | +$932K | 0.06% | 271 |
|