BSW Wealth Partners’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-9,702
| Closed | -$542K | – | 184 |
|
|
2020
Q3 | $542K | Sell |
9,702
-180,917
| -95% | -$10.1M | 0.2% | 64 |
|
|
2020
Q2 | $10.7M | Buy |
190,619
+7,553
| +4% | +$423K | 3.57% | 6 |
|
|
2020
Q1 | $9.89M | Sell |
183,066
-11,073
| -6% | -$598K | 4.11% | 6 |
|
|
2019
Q4 | $10.3M | Sell |
194,139
-12,170
| -6% | -$646K | 3.51% | 8 |
|
|
2019
Q3 | $11.1M | Buy |
+206,309
| New | +$11.1M | 4.26% | 7 |
|