CIA
Choate Investment Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $202K | Buy |
+2,506
| New | +$202K | ﹤0.01% | 397 |
|
2023
Q4 | – | Sell |
-2,506
| Closed | -$146K | – | 384 |
|
2023
Q3 | $146K | Hold |
2,506
| – | – | 0.01% | 365 |
|
2023
Q2 | $154K | Buy |
+2,506
| New | +$154K | 0.01% | 291 |
|
2023
Q1 | – | Sell |
-3,616
| Closed | -$207K | – | 321 |
|
2022
Q4 | $207K | Buy |
+3,616
| New | +$207K | 0.01% | 260 |
|
2022
Q3 | – | Sell |
-3,616
| Closed | -$212K | – | 295 |
|
2022
Q2 | $212K | Hold |
3,616
| – | – | 0.01% | 245 |
|
2022
Q1 | $254K | Sell |
3,616
-18
| -0.5% | -$1.26K | 0.01% | 263 |
|
2021
Q4 | $244K | Buy |
+3,634
| New | +$244K | 0.01% | 258 |
|
2021
Q2 | – | Sell |
-5,003
| Closed | -$148K | – | 344 |
|
2021
Q1 | $148K | Buy |
+5,003
| New | +$148K | 0.01% | 254 |
|