Horizon Family Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-9,270
| Closed | -$550K | – | 82 |
|
2024
Q3 | $550K | Buy |
9,270
+123
| +1% | +$7.29K | 0.39% | 39 |
|
2024
Q2 | $516K | Buy |
9,147
+2,141
| +31% | +$121K | 0.39% | 38 |
|
2024
Q1 | $410K | Buy |
7,006
+263
| +4% | +$15.4K | 0.32% | 43 |
|
2023
Q4 | $354K | Buy |
6,743
+1,304
| +24% | +$68.5K | 0.3% | 41 |
|
2023
Q3 | $273K | Buy |
5,439
+341
| +7% | +$17.1K | 0.26% | 50 |
|
2023
Q2 | $263K | Buy |
+5,098
| New | +$263K | 0.25% | 51 |
|