BWM
BCGM Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,978
| Closed | -$220K | – | 110 |
|
|
2022
Q2 | $220K | Sell |
2,978
-72,761
| -96% | -$5.38M | 0.11% | 101 |
|
|
2022
Q1 | $5.63M | Sell |
75,739
-119,146
| -61% | -$8.86M | 3.06% | 8 |
|
|
2021
Q4 | $16.8M | Buy |
194,885
+2,796
| +1% | +$242K | 9.05% | 2 |
|
|
2021
Q3 | $16.2M | Buy |
192,089
+4,939
| +3% | +$415K | 8.99% | 2 |
|
|
2021
Q2 | $15.1M | Buy |
+187,150
| New | +$15.1M | 8.94% | 2 |
|