Graves Light Lenhart Wealth’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,791
| Closed | -$221K | – | 183 |
|
|
2024
Q1 | $221K | Sell |
4,791
-8,575
| -64% | -$396K | 0.03% | 168 |
|
|
2023
Q4 | $614K | Sell |
13,366
-4,869
| -27% | -$224K | 0.08% | 97 |
|
|
2023
Q3 | $789K | Sell |
18,235
-30,363
| -62% | -$1.31M | 0.11% | 88 |
|
|
2023
Q2 | $2.17M | Buy |
48,598
+3,551
| +8% | +$158K | 0.29% | 64 |
|
|
2023
Q1 | $2.02M | Buy |
45,047
+9,762
| +28% | +$439K | 0.31% | 61 |
|
|
2022
Q4 | $1.55M | Buy |
35,285
+16,816
| +91% | +$737K | 0.24% | 72 |
|
|
2022
Q3 | $783K | Buy |
18,469
+10,048
| +119% | +$426K | 0.13% | 89 |
|
|
2022
Q2 | $367K | Buy |
+8,421
| New | +$367K | 0.06% | 125 |
|