Evolution Wealth Advisors’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,437
| Closed | -$203K | – | 144 |
|
|
2024
Q3 | $203K | Buy |
+3,437
| New | +$203K | 0.04% | 125 |
|
|
2021
Q4 | – | Sell |
-851
| Closed | -$50K | – | 198 |
|
|
2021
Q3 | $50K | Buy |
+851
| New | +$50K | 0.01% | 208 |
|
|
2020
Q2 | – | Sell |
-6,673
| Closed | -$273K | – | 536 |
|
|
2020
Q1 | $273K | Buy |
6,673
+1,271
| +24% | +$52K | 0.11% | 54 |
|
|
2019
Q4 | $265K | Buy |
+5,402
| New | +$265K | 0.07% | 64 |
|