GeoWealth Management’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-428
| Closed | -$20.1K | – | 1806 |
|
|
2024
Q3 | $20.1K | Buy |
+428
| New | +$20.1K | ﹤0.01% | 1278 |
|
|
2020
Q3 | – | Sell |
-13,425
| Closed | -$768K | – | 159 |
|
|
2020
Q2 | $768K | Buy |
13,425
+8,940
| +199% | +$511K | 0.32% | 75 |
|
|
2020
Q1 | $238K | Buy |
+4,485
| New | +$238K | 0.17% | 81 |
|