MWM
Merriman Wealth Management’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.54M | Buy |
44,476
+5,540
| +14% | +$316K | 0.11% | 59 |
|
|
2024
Q3 | $2.45M | Sell |
38,936
-1,730
| -4% | -$109K | 0.1% | 70 |
|
|
2024
Q2 | $2.4M | Sell |
40,666
-250
| -0.6% | -$14.8K | 0.11% | 71 |
|
|
2024
Q1 | $2.46M | Sell |
40,916
-1,612
| -4% | -$96.9K | 0.11% | 66 |
|
|
2023
Q4 | $2.42M | Buy |
42,528
+2,079
| +5% | +$118K | 0.12% | 66 |
|
|
2023
Q3 | $2.11M | Buy |
40,449
+2,461
| +6% | +$128K | 0.11% | 59 |
|
|
2023
Q2 | $2.09M | Sell |
37,988
-900
| -2% | -$49.4K | 0.1% | 76 |
|
|
2023
Q1 | $2.09M | Sell |
38,888
-146
| -0.4% | -$7.86K | 0.11% | 65 |
|
|
2022
Q4 | $1.94M | Buy |
39,034
+21,955
| +129% | +$1.09M | 0.1% | 71 |
|
|
2022
Q3 | $723K | Buy |
+17,079
| New | +$723K | 0.05% | 77 |
|
|
2022
Q1 | – | Sell |
-44,184
| Closed | -$2.63M | – | 200 |
|
|
2021
Q4 | $2.63M | Buy |
+44,184
| New | +$2.63M | 0.19% | 62 |
|