Kelly Financial Services’s JPMorgan Realty Income ETF JPRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-50
| Closed | -$2.2K | – | 454 |
|
|
2024
Q2 | $2.2K | Buy |
50
+1
| +2% | +$44 | ﹤0.01% | 581 |
|
|
2024
Q1 | $2.17K | Hold |
49
| – | – | ﹤0.01% | 583 |
|
|
2023
Q4 | $2.22K | Hold |
49
| – | – | ﹤0.01% | 568 |
|
|
2023
Q3 | $1.9K | Buy |
49
+1
| +2% | +$39 | ﹤0.01% | 552 |
|
|
2023
Q2 | $2.05K | Hold |
48
| – | – | ﹤0.01% | 546 |
|
|
2023
Q1 | $2.03K | Hold |
48
| – | – | ﹤0.01% | 527 |
|
|
2022
Q4 | $1.95K | Buy |
48
+5
| +12% | +$204 | ﹤0.01% | 510 |
|
|
2022
Q3 | $1.86K | Hold |
43
| – | – | ﹤0.01% | 515 |
|
|
2022
Q2 | $2.09K | Buy |
+43
| New | +$2.09K | ﹤0.01% | 495 |
|