Capital Advisors Wealth Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,583
| Closed | -$245K | – | 141 |
|
|
2022
Q4 | $245K | Buy |
5,583
+636
| +13% | +$27.9K | 0.07% | 106 |
|
|
2022
Q3 | $210K | Buy |
+4,947
| New | +$210K | 0.07% | 108 |
|
|
2022
Q2 | – | Sell |
-8,922
| Closed | -$436K | – | 118 |
|
|
2022
Q1 | $436K | Buy |
8,922
+3,531
| +65% | +$173K | 0.13% | 77 |
|
|
2021
Q4 | $279K | Buy |
+5,391
| New | +$279K | 0.08% | 96 |
|