MN Wealth Advisors’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
3,816
-536
| -12% | -$52.2K | 0.22% | 83 |
|
|
2025
Q1 | $392K | Sell |
4,352
-2,965
| -41% | -$267K | 0.23% | 77 |
|
|
2024
Q4 | $704K | Buy |
7,317
+2,188
| +43% | +$211K | 0.4% | 53 |
|
|
2024
Q3 | $485K | Sell |
5,129
-229
| -4% | -$21.6K | 0.28% | 61 |
|
|
2024
Q2 | $472K | Sell |
5,358
-2,716
| -34% | -$239K | 0.27% | 68 |
|
|
2024
Q1 | $747K | Sell |
8,074
-437
| -5% | -$40.4K | 0.46% | 48 |
|
|
2023
Q4 | $721K | Buy |
+8,511
| New | +$721K | 0.5% | 48 |
|