Carson Wealth (CWM LLC)’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $836K | Sell |
|
|||||
2025
Q2 | $786K | Sell |
|
|||||
2025
Q1 | $2.82M | Sell |
|
|||||
2024
Q4 | $3.24M | Buy |
|
|||||
2024
Q3 | $2.5M | Sell |
|
|||||
2024
Q2 | $2.38M | Sell |
|
|||||
2024
Q1 | $2.94M | Sell |
|
|||||
2023
Q4 | $2.82M | Buy |
|
|||||
2023
Q3 | $1.87M | Sell |
|
|||||
2023
Q2 | $2.05M | Sell |
|
|||||
2023
Q1 | $2.7M | Sell |
|
|||||
2022
Q4 | $2.81M | Sell |
|
|||||
2022
Q3 | $6.35M | Buy |
|
|||||
2022
Q2 | $6.3M | Buy |
|
|||||
2022
Q1 | $7.17M | Buy |
|
|||||
2021
Q4 | $4.54M | Buy |
|
|||||
2021
Q2 | $4.89M | Buy |
|
|||||
2021
Q1 | $4.89M | Hold |
|
|||||
2020
Q4 | $4.89M | Hold |
|
|||||
2020
Q3 | $4.89M | Hold |
|
|||||
2020
Q2 | $4.89M | Hold |
|
|||||
2020
Q1 | $4.89M | Hold |
|
|||||
2019
Q4 | $4.89M | Hold |
|
|||||
2019
Q3 | $4.89M | Hold |
|
|||||
2019
Q2 | $4.89M | Hold |
|
|||||
2019
Q1 | $4.89M | Buy |
|
|||||
2018
Q4 | $20K | Sell |
|
|||||
2018
Q3 | $39K | Buy |
|