WOSD
WFA of San Diego’s JPMorgan Realty Income ETF JPRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1K | Buy |
+443
| New | +$21.1K | 0.02% | 266 |
|
|
2024
Q3 | $22.6K | Hold |
443
| – | – | 0.02% | 233 |
|
|
2024
Q2 | $19.5K | Buy |
+443
| New | +$19.5K | 0.02% | 243 |
|
|
2023
Q3 | $19.4K | Hold |
499
| – | – | 0.02% | 239 |
|
|
2023
Q2 | $21.1K | Buy |
+499
| New | +$21.1K | 0.02% | 228 |
|
|
2023
Q1 | – | Sell |
-499
| Closed | -$20.5K | – | 249 |
|
|
2022
Q4 | $20.5K | Buy |
+499
| New | +$20.5K | 0.02% | 288 |
|
|
2022
Q3 | – | Sell |
-499
| Closed | -$24K | – | 242 |
|
|
2022
Q2 | $24K | Buy |
+499
| New | +$24K | 0.02% | 210 |
|