Cedar Brook Financial Partners’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,454
| Closed | -$275K | – | 386 |
|
|
2023
Q2 | $275K | Sell |
3,454
-64
| -2% | -$5.1K | 0.07% | 298 |
|
|
2023
Q1 | $259K | Sell |
3,518
-333
| -9% | -$24.5K | 0.07% | 296 |
|
|
2022
Q4 | $264K | Sell |
3,851
-279
| -7% | -$19.1K | 0.07% | 286 |
|
|
2022
Q3 | $266K | Sell |
4,130
-1,122
| -21% | -$72.2K | 0.09% | 264 |
|
|
2022
Q2 | $356K | Buy |
5,252
+544
| +12% | +$36.9K | 0.11% | 208 |
|
|
2022
Q1 | $385K | Buy |
4,708
+1,389
| +42% | +$114K | 0.1% | 221 |
|
|
2021
Q4 | $287K | Buy |
+3,319
| New | +$287K | 0.07% | 293 |
|