ICA Group Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,466
| Closed | -$138K | – | 827 |
|
2024
Q1 | $138K | Buy |
1,466
+282
| +24% | +$26.6K | 0.03% | 332 |
|
2023
Q4 | $102K | Buy |
+1,184
| New | +$102K | 0.02% | 355 |
|
2023
Q3 | – | Sell |
-769
| Closed | -$61.3K | – | 315 |
|
2023
Q2 | $61.3K | Buy |
+769
| New | +$61.3K | 0.02% | 454 |
|
2023
Q1 | – | Sell |
-785
| Closed | -$53.8K | – | 1278 |
|
2022
Q4 | $53.8K | Buy |
+785
| New | +$53.8K | 0.01% | 495 |
|