Steward Partners Investment Advisory’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 | $11K | Hold |
119
| – | – | ﹤0.01% | 3171 |
|
|
2025
Q1 | $11.2K | Hold |
119
| – | – | ﹤0.01% | 3042 |
|
|
2024
Q4 | $11.1K | Hold |
119
| – | – | ﹤0.01% | 3054 |
|
|
2024
Q3 | $12K | Hold |
119
| – | – | ﹤0.01% | 2876 |
|
|
2024
Q2 | $10.4K | Hold |
119
| – | – | ﹤0.01% | 2806 |
|
|
2024
Q1 | $10.5K | Hold |
119
| – | – | ﹤0.01% | 2793 |
|
|
2023
Q4 | $10.6K | Hold |
119
| – | – | ﹤0.01% | 2680 |
|
|
2023
Q3 | $9.26K | Hold |
119
| – | – | ﹤0.01% | 2629 |
|
|
2023
Q2 | $10K | Hold |
119
| – | – | ﹤0.01% | 2569 |
|
|
2023
Q1 | $9.86K | Hold |
119
| – | – | ﹤0.01% | 2547 |
|
|
2022
Q4 | $9.71K | Hold |
119
| – | – | ﹤0.01% | 2549 |
|
|
2022
Q3 | $9K | Hold |
119
| – | – | ﹤0.01% | 2562 |
|
|
2022
Q2 | $10K | Hold |
119
| – | – | ﹤0.01% | 2510 |
|
|
2022
Q1 | $13K | Hold |
119
| – | – | ﹤0.01% | 2544 |
|
|
2021
Q4 | $13K | Hold |
119
| – | – | ﹤0.01% | 2489 |
|
|
2021
Q3 | $11K | Hold |
119
| – | – | ﹤0.01% | 2563 |
|
|
2021
Q2 | $11K | Hold |
119
| – | – | ﹤0.01% | 5847 |
|
|
2021
Q1 | $10.2K | Buy |
+119
| New | +$10.2K | ﹤0.01% | 2773 |
|