LGT Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.2K | Buy |
887
+1
| +0.1% | +$112 | 0.25% | 75 |
|
|
2025
Q1 | $89.3K | Buy |
886
+41
| +5% | +$4.13K | 0.27% | 81 |
|
|
2024
Q4 | $89.5K | Buy |
845
+161
| +24% | +$17.1K | 0.2% | 104 |
|
|
2024
Q3 | $70.9K | Buy |
684
+34
| +5% | +$3.52K | 0.17% | 93 |
|
|
2024
Q2 | $63.8K | Buy |
650
+249
| +62% | +$24.4K | 0.13% | 131 |
|
|
2024
Q1 | $37.9K | Sell |
401
-73
| -15% | -$6.9K | 0.04% | 260 |
|
|
2023
Q4 | $40.7K | Sell |
474
-238
| -33% | -$20.5K | 0.05% | 237 |
|
|
2023
Q3 | $54.9K | Sell |
712
-165
| -19% | -$12.7K | 0.07% | 209 |
|
|
2023
Q2 | $69.9K | Buy |
877
+734
| +513% | +$58.5K | 0.07% | 148 |
|
|
2023
Q1 | $10.5K | Buy |
+143
| New | +$10.5K | 0.02% | 93 |
|