Peterson Wealth 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
$437K Sell
4,749
-119
-2% -$11K 0.07% 68
2025
Q1
$410K Sell
4,868
-230
-5% -$19.4K 0.08% 65
2024
Q4
$480K Buy
+5,098
New +$480K 0.09% 58