Carson Wealth (CWM LLC)’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26K | Hold |
271
| – | – | ﹤0.01% | 3724 |
|
|
2025
Q1 | $24K | Buy |
271
+252
| +1,326% | +$22.3K | ﹤0.01% | 3523 |
|
|
2024
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 4496 |
|
|
2024
Q1 | – | Sell |
-8
| Closed | -$1K | – | 4309 |
|
|
2023
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 3893 |
|
|
2022
Q2 | – | Sell |
-9
| Closed | -$1K | – | 3752 |
|
|
2022
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 3279 |
|