JP Morgan Private Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11,561	Closed	-$263K	–	1988
2022 Q4	$263K	Buy	+11,561	New	+$258K	﹤0.01%	1706
2022 Q3	–	Sell	-76,836	Closed	-$1.86M	–	1971
2022 Q2	$1.86M	Buy	76,836 +68,801	+856%	+$1.83M	﹤0.01%	875
2022 Q1	$235K	Buy	8,035 +102	+1%	+$2.91K	﹤0.01%	1850
2021 Q4	$243K	Hold	7,933	–	–	﹤0.01%	1840
2021 Q3	$217K	Buy	+7,933	New	+$228K	﹤0.01%	1827
2020 Q3	–	Sell	-101,783	Closed	-$2.13M	–	1620
2020 Q2	$2.13M	Sell	101,783 -575,645	-85%	-$11.6M	0.01%	568
2020 Q1	$13M	Sell	677,428 -239,406	-26%	-$6.11M	0.07%	222
2019 Q4	$25.3M	Buy	916,834 +267,880	+41%	+$7.52M	0.12%	174
2019 Q3	$18.2M	Buy	648,954 +411,545	+173%	+$11.3M	0.1%	196
2019 Q2	$6.33M	Sell	237,409 -9,833	-4%	-$263K	0.03%	340
2019 Q1	$6.61M	Buy	247,242 +40,496	+20%	+$1.04M	0.03%	344
2018 Q4	$4.84M	Buy	206,746 +22,163	+12%	+$546K	0.03%	365
2018 Q3	$4.66M	Buy	184,583 +85,248	+86%	+$2.21M	0.02%	440
2018 Q2	$2.55M	Buy	+99,335	New	+$2.49M	0.01%	548