Fingerlakes Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
25,645
+2,622
| +11% | +$293K | 2.14% | 12 |
|
|
2025
Q1 | $2.32M | Buy |
23,023
+913
| +4% | +$92.1K | 1.98% | 13 |
|
|
2024
Q4 | $2.34M | Buy |
22,110
+2,097
| +10% | +$222K | 1.89% | 15 |
|
|
2024
Q3 | $2.07M | Buy |
20,013
+8,497
| +74% | +$880K | 1.72% | 20 |
|
|
2024
Q2 | $1.13M | Buy |
11,516
+4,640
| +67% | +$455K | 1.01% | 30 |
|
|
2024
Q1 | $649K | Buy |
6,876
+537
| +8% | +$50.7K | 0.63% | 43 |
|
|
2023
Q4 | $544K | Buy |
6,339
+1,297
| +26% | +$111K | 0.59% | 47 |
|
|
2023
Q3 | $389K | Buy |
5,042
+623
| +14% | +$48K | 0.47% | 58 |
|
|
2023
Q2 | $352K | Buy |
4,419
+731
| +20% | +$58.3K | 0.4% | 64 |
|
|
2023
Q1 | $271K | Buy |
+3,688
| New | +$271K | 0.34% | 75 |
|