Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-64
| Closed | -$3.1K | – | 566 |
|
|
2023
Q1 | $3.1K | Buy |
+64
| New | +$3.1K | ﹤0.01% | 496 |
|
|
2022
Q1 | – | Sell |
-1,360
| Closed | -$75K | – | 532 |
|
|
2021
Q4 | $75K | Hold |
1,360
| – | – | ﹤0.01% | 288 |
|
|
2021
Q3 | $79.9K | Hold |
1,360
| – | – | ﹤0.01% | 274 |
|
|
2021
Q2 | $76.8K | Hold |
1,360
| – | – | ﹤0.01% | 284 |
|
|
2021
Q1 | $77.5K | Buy |
1,360
+450
| +49% | +$25.6K | ﹤0.01% | 285 |
|
|
2020
Q4 | $51K | Buy |
+910
| New | +$51K | ﹤0.01% | 325 |
|