Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5
| Closed | -$1K | – | 2016 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1915 |
|
|
2021
Q4 | $1K | Sell |
5
-8
| -62% | -$1.6K | ﹤0.01% | 2010 |
|
|
2021
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 2021 |
|
|
2021
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1950 |
|
|
2021
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 1852 |
|
|
2020
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1720 |
|