LPL Financial’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 | $1.24M | Sell |
13,416
-1,526
| -10% | -$141K | ﹤0.01% | 3530 |
|
2025
Q1 | $1.4M | Buy |
14,942
+1,371
| +10% | +$129K | ﹤0.01% | 3231 |
|
2024
Q4 | $1.27M | Sell |
13,571
-1,338
| -9% | -$125K | ﹤0.01% | 3262 |
|
2024
Q3 | $1.5M | Buy |
14,909
+10,104
| +210% | +$1.02M | ﹤0.01% | 2971 |
|
2024
Q2 | $421K | Sell |
4,805
-59,315
| -93% | -$5.2M | ﹤0.01% | 3940 |
|
2024
Q1 | $5.67M | Buy |
64,120
+2,725
| +4% | +$241K | ﹤0.01% | 1677 |
|
2023
Q4 | $5.49M | Buy |
61,395
+192
| +0.3% | +$17.2K | ﹤0.01% | 1625 |
|
2023
Q3 | $4.76M | Buy |
+61,203
| New | +$4.76M | ﹤0.01% | 1622 |
|
2020
Q3 | – | Sell |
-5,261
| Closed | -$375K | – | 3533 |
|
2020
Q2 | $375K | Buy |
+5,261
| New | +$375K | ﹤0.01% | 2638 |
|