Carson Wealth (CWM LLC)’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
23,313
-35,058
| -60% | -$2.17M | 0.01% | 1078 |
|
|
2025
Q1 | $3.28M | Buy |
58,371
+21,211
| +57% | +$1.19M | 0.01% | 649 |
|
|
2024
Q4 | $2.04M | Sell |
37,160
-36,039
| -49% | -$1.98M | 0.01% | 776 |
|
|
2024
Q3 | $4.34M | Sell |
73,199
-7,538
| -9% | -$447K | 0.02% | 472 |
|
|
2024
Q2 | $4.56M | Sell |
80,737
-23,388
| -22% | -$1.32M | 0.02% | 437 |
|
|
2024
Q1 | $6.1M | Sell |
104,125
-15,783
| -13% | -$924K | 0.03% | 385 |
|
|
2023
Q4 | $6.3M | Sell |
119,908
-20,536
| -15% | -$1.08M | 0.03% | 355 |
|
|
2023
Q3 | $7.06M | Sell |
140,444
-15,661
| -10% | -$787K | 0.04% | 299 |
|
|
2023
Q2 | $8.05M | Buy |
156,105
+67,714
| +77% | +$3.49M | 0.05% | 264 |
|
|
2023
Q1 | $4.28M | Sell |
88,391
-63,419
| -42% | -$3.07M | 0.03% | 353 |
|
|
2022
Q4 | $6.82M | Buy |
151,810
+42,692
| +39% | +$1.92M | 0.05% | 256 |
|
|
2022
Q3 | $4.46M | Sell |
109,118
-83,533
| -43% | -$3.41M | 0.04% | 300 |
|
|
2022
Q2 | $8.49M | Buy |
192,651
+9,710
| +5% | +$428K | 0.07% | 218 |
|
|
2022
Q1 | $9.28M | Buy |
182,941
+89,262
| +95% | +$4.53M | 0.07% | 212 |
|
|
2021
Q4 | $5.16M | Buy |
+93,679
| New | +$5.16M | 0.04% | 292 |
|
|
2021
Q2 | $3.55M | Buy |
62,878
+31,439
| +100% | +$1.78M | 0.03% | 327 |
|
|
2021
Q1 | $3.55M | Hold |
31,439
| – | – | 0.03% | 327 |
|
|
2020
Q4 | $3.55M | Hold |
31,439
| – | – | 0.03% | 327 |
|
|
2020
Q3 | $3.55M | Hold |
31,439
| – | – | 0.03% | 327 |
|
|
2020
Q2 | $3.55M | Hold |
31,439
| – | – | 0.03% | 327 |
|
|
2020
Q1 | $3.55M | Hold |
31,439
| – | – | 0.03% | 327 |
|
|
2019
Q4 | $3.55M | Hold |
31,439
| – | – | 0.03% | 327 |
|
|
2019
Q3 | $3.55M | Hold |
31,439
| – | – | 0.03% | 327 |
|
|
2019
Q2 | $3.55M | Hold |
31,439
| – | – | 0.03% | 327 |
|
|
2019
Q1 | $3.55M | Buy |
31,439
+30,110
| +2,266% | +$3.4M | 0.03% | 327 |
|
|
2018
Q4 | $56K | Sell |
1,329
-228
| -15% | -$9.61K | ﹤0.01% | 850 |
|
|
2018
Q3 | $78K | Buy |
+1,557
| New | +$78K | ﹤0.01% | 655 |
|