J.P. Morgan Private Wealth Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $375K | Sell |
6,457
-9,728
| -60% | -$566K | ﹤0.01% | 1364 |
|
|
2023
Q2 | $991K | Sell |
16,185
-1,092
| -6% | -$66.9K | 0.01% | 767 |
|
|
2023
Q1 | $1.03M | Sell |
17,277
-713
| -4% | -$42.4K | ﹤0.01% | 1150 |
|
|
2022
Q4 | $1.03M | Buy |
17,990
+139
| +0.8% | +$7.96K | ﹤0.01% | 1128 |
|
|
2022
Q3 | $954K | Buy |
17,851
+3,619
| +25% | +$193K | ﹤0.01% | 1158 |
|
|
2022
Q2 | $836K | Sell |
14,232
-1,905
| -12% | -$112K | ﹤0.01% | 1226 |
|
|
2022
Q1 | $1.13M | Sell |
16,137
-393
| -2% | -$27.6K | ﹤0.01% | 1161 |
|
|
2021
Q4 | $1.11M | Buy |
16,530
+1,856
| +13% | +$125K | ﹤0.01% | 1191 |
|
|
2021
Q3 | $924K | Buy |
14,674
+471
| +3% | +$29.7K | ﹤0.01% | 1250 |
|
|
2021
Q2 | $919K | Buy |
+14,203
| New | +$919K | ﹤0.01% | 1237 |
|
|
2020
Q3 | – | Sell |
-8,950
| Closed | -$405K | – | 1599 |
|
|
2020
Q2 | $405K | Sell |
8,950
-3,287
| -27% | -$149K | ﹤0.01% | 1193 |
|
|
2020
Q1 | $465K | Buy |
+12,237
| New | +$465K | ﹤0.01% | 958 |
|