Cerity Partners’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $641K | Buy |
7,948
+2,554
| +47% | +$206K | ﹤0.01% | 1741 |
|
2025
Q1 | $386K | Buy |
5,394
+1,721
| +47% | +$123K | ﹤0.01% | 1894 |
|
2024
Q4 | $259K | Buy |
+3,673
| New | +$259K | ﹤0.01% | 2108 |
|
2021
Q1 | – | Sell |
-5,929
| Closed | -$318K | – | 696 |
|
2020
Q4 | $318K | Hold |
5,929
| – | – | 0.01% | 503 |
|
2020
Q3 | $283K | Hold |
5,929
| – | – | 0.01% | 416 |
|
2020
Q2 | $268K | Buy |
5,929
+232
| +4% | +$10.5K | 0.01% | 367 |
|
2020
Q1 | $217K | Buy |
5,697
+955
| +20% | +$36.4K | 0.01% | 403 |
|
2019
Q4 | $247K | Buy |
+4,742
| New | +$247K | 0.01% | 461 |
|
2019
Q2 | – | Sell |
-4,850
| Closed | -$232K | – | 488 |
|
2019
Q1 | $232K | Buy |
+4,850
| New | +$232K | 0.02% | 468 |
|