LGT Financial 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 | $10.6K | Buy |
115
+4
| +4% | +$369 | 0.03% | 202 |
|
|
2025
Q1 | $10.4K | Buy |
111
+8
| +8% | +$749 | 0.03% | 174 |
|
|
2024
Q4 | $9.66K | Buy |
103
+1
| +1% | +$94 | 0.02% | 439 |
|
|
2024
Q3 | $10.4K | Buy |
102
+78
| +325% | +$7.92K | 0.03% | 413 |
|
|
2024
Q2 | $2.12K | Hold |
24
| – | – | ﹤0.01% | 728 |
|
|
2024
Q1 | $2.13K | Hold |
24
| – | – | ﹤0.01% | 748 |
|
|
2023
Q4 | $2.15K | Buy |
+24
| New | +$2.15K | ﹤0.01% | 797 |
|
|
2023
Q2 | – | Sell |
-118
| Closed | -$9.79K | – | 207 |
|
|
2023
Q1 | $9.79K | Buy |
+118
| New | +$9.79K | 0.02% | 94 |
|