Geneos Wealth Management’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 | $1.61K | Hold |
20
| – | – | ﹤0.01% | 2865 |
|
|
2025
Q1 | $2.86K | Sell |
20
-62
| -76% | -$8.87K | ﹤0.01% | 2898 |
|
|
2024
Q4 | $5.79K | Buy |
+82
| New | +$5.79K | ﹤0.01% | 2282 |
|
|
2023
Q3 | – | Sell |
-39
| Closed | -$2.39K | – | 2099 |
|
|
2023
Q2 | $2.39K | Buy |
+39
| New | +$2.39K | ﹤0.01% | 1903 |
|
|
2022
Q4 | – | Sell |
-66
| Closed | -$3K | – | 2022 |
|
|
2022
Q3 | $3K | Sell |
66
-12
| -15% | -$545 | ﹤0.01% | 1766 |
|
|
2022
Q2 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 2236 |
|
|
2021
Q1 | – | Sell |
-127
| Closed | -$7K | – | 3121 |
|
|
2020
Q4 | $7K | Buy |
127
+98
| +338% | +$5.4K | ﹤0.01% | 2345 |
|
|
2020
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 2487 |
|
|
2020
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 2423 |
|
|
2020
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 2341 |
|
|
2019
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 2433 |
|
|
2019
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 2365 |
|
|
2019
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 2373 |
|
|
2019
Q1 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 2299 |
|