Mascoma Wealth Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-104
| Closed | -$4.8K | – | 493 |
|
2024
Q1 | $4.8K | Hold |
104
| – | – | ﹤0.01% | 384 |
|
2023
Q4 | $4.78K | Hold |
104
| – | – | ﹤0.01% | 391 |
|
2023
Q3 | $4.56K | Hold |
104
| – | – | ﹤0.01% | 402 |
|
2023
Q2 | $4.64K | Hold |
104
| – | – | ﹤0.01% | 397 |
|
2023
Q1 | $4.65K | Hold |
104
| – | – | ﹤0.01% | 488 |
|
2022
Q4 | $4.56K | Hold |
104
| – | – | ﹤0.01% | 499 |
|
2022
Q3 | $4K | Hold |
104
| – | – | ﹤0.01% | 494 |
|
2022
Q2 | $5K | Sell |
104
-137
| -57% | -$6.59K | ﹤0.01% | 489 |
|
2022
Q1 | $12K | Hold |
241
| – | – | ﹤0.01% | 413 |
|
2021
Q4 | $12K | Hold |
241
| – | – | ﹤0.01% | 379 |
|
2021
Q3 | $13K | Buy |
+241
| New | +$13K | 0.01% | 322 |
|
2021
Q2 | – | Sell |
-241
| Closed | -$12K | – | 132 |
|
2021
Q1 | $12K | Buy |
+241
| New | +$12K | 0.01% | 331 |
|