Northwestern Mutual Wealth Management’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 | $9.75M | Buy |
105,817
+8,679
| +9% | +$799K | 0.01% | 513 |
|
|
2025
Q1 | $9.13M | Buy |
97,138
+7,813
| +9% | +$735K | 0.01% | 505 |
|
|
2024
Q4 | $8.36M | Buy |
89,325
+6,971
| +8% | +$653K | 0.01% | 500 |
|
|
2024
Q3 | $8.31M | Buy |
82,354
+16,230
| +25% | +$1.64M | 0.01% | 495 |
|
|
2024
Q2 | $5.8M | Buy |
66,124
+2,453
| +4% | +$215K | 0.01% | 556 |
|
|
2024
Q1 | $5.63M | Buy |
63,671
+46,896
| +280% | +$4.15M | 0.01% | 535 |
|
|
2023
Q4 | $1.5M | Buy |
16,775
+13,660
| +439% | +$1.22M | ﹤0.01% | 859 |
|
|
2023
Q3 | $242K | Sell |
3,115
-29
| -0.9% | -$2.26K | ﹤0.01% | 1395 |
|
|
2023
Q2 | $265K | Buy |
3,144
+447
| +17% | +$37.7K | ﹤0.01% | 1368 |
|
|
2023
Q1 | $224K | Sell |
2,697
-118
| -4% | -$9.78K | ﹤0.01% | 1400 |
|
|
2022
Q4 | $230K | Buy |
2,815
+1,240
| +79% | +$101K | ﹤0.01% | 1375 |
|
|
2022
Q3 | $124K | Buy |
1,575
+155
| +11% | +$12.2K | ﹤0.01% | 1571 |
|
|
2022
Q2 | $125K | Buy |
1,420
+107
| +8% | +$9.42K | ﹤0.01% | 1559 |
|
|
2022
Q1 | $140K | Buy |
1,313
+211
| +19% | +$22.5K | ﹤0.01% | 1569 |
|
|
2021
Q4 | $122K | Buy |
1,102
+92
| +9% | +$10.2K | ﹤0.01% | 1631 |
|
|
2021
Q3 | $97K | Buy |
1,010
+154
| +18% | +$14.8K | ﹤0.01% | 1646 |
|
|
2021
Q2 | $82K | Buy |
856
+118
| +16% | +$11.3K | ﹤0.01% | 1675 |
|
|
2021
Q1 | $63K | Buy |
+738
| New | +$63K | ﹤0.01% | 1648 |
|