Sound Income Strategies’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 | $16.8K | Sell |
182
-7
| -4% | -$645 | ﹤0.01% | 793 |
|
|
2025
Q1 | $17.8K | Hold |
189
| – | – | ﹤0.01% | 746 |
|
|
2024
Q4 | $17.7K | Sell |
189
-10
| -5% | -$936 | ﹤0.01% | 698 |
|
|
2024
Q3 | $20.1K | Hold |
199
| – | – | ﹤0.01% | 637 |
|
|
2024
Q2 | $17.4K | Hold |
199
| – | – | ﹤0.01% | 658 |
|
|
2024
Q1 | $17.6K | Sell |
199
-26
| -12% | -$2.3K | ﹤0.01% | 622 |
|
|
2023
Q4 | $20.1K | Sell |
225
-56
| -20% | -$5K | ﹤0.01% | 591 |
|
|
2023
Q3 | $21.8K | Sell |
281
-19
| -6% | -$1.48K | ﹤0.01% | 426 |
|
|
2023
Q2 | $25.4K | Sell |
300
-22
| -7% | -$1.86K | ﹤0.01% | 389 |
|
|
2023
Q1 | $26.7K | Sell |
322
-76
| -19% | -$6.31K | ﹤0.01% | 372 |
|
|
2022
Q4 | $32.5K | Sell |
398
-81
| -17% | -$6.62K | ﹤0.01% | 317 |
|
|
2022
Q3 | $38K | Sell |
479
-13
| -3% | -$1.03K | 0.01% | 261 |
|
|
2022
Q2 | $43K | Buy |
492
+3
| +0.6% | +$262 | 0.01% | 238 |
|
|
2022
Q1 | $52K | Sell |
489
-373
| -43% | -$39.7K | 0.01% | 229 |
|
|
2021
Q4 | $96K | Sell |
862
-428
| -33% | -$47.7K | 0.01% | 178 |
|
|
2021
Q3 | $124K | Sell |
1,290
-166
| -11% | -$16K | 0.02% | 159 |
|
|
2021
Q2 | $140K | Buy |
1,456
+146
| +11% | +$14K | 0.02% | 155 |
|
|
2021
Q1 | $113K | Buy |
+1,310
| New | +$113K | 0.02% | 161 |
|