LFA
LGT Financial Advisors’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.35K | Buy |
66
+4
| +6% | +$264 | 0.01% | 306 |
|
2025
Q1 | $3.74K | Sell |
62
-9
| -13% | -$542 | 0.01% | 248 |
|
2024
Q4 | $4.81K | Buy |
71
+31
| +78% | +$2.1K | 0.01% | 557 |
|
2024
Q3 | $2.71K | Hold |
40
| – | – | 0.01% | 640 |
|
2024
Q2 | $2.45K | Buy |
+40
| New | +$2.45K | 0.01% | 721 |
|
2024
Q1 | – | Sell |
-17
| Closed | -$1.05K | – | 798 |
|
2023
Q4 | $1.05K | Hold |
17
| – | – | ﹤0.01% | 807 |
|
2023
Q3 | $908 | Buy |
+17
| New | +$908 | ﹤0.01% | 883 |
|