MWA
MN Wealth 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
Q1 | – | Sell |
-3,426
| Closed | -$233K | – | 104 |
|
|
2024
Q4 | $233K | Sell |
3,426
-153
| -4% | -$10.4K | 0.13% | 89 |
|
|
2024
Q3 | $241K | Sell |
3,579
-192
| -5% | -$12.9K | 0.14% | 88 |
|
|
2024
Q2 | $230K | Sell |
3,771
-1,652
| -30% | -$101K | 0.13% | 93 |
|
|
2024
Q1 | $341K | Sell |
5,423
-13,617
| -72% | -$857K | 0.21% | 73 |
|
|
2023
Q4 | $1.17M | Buy |
+19,040
| New | +$1.17M | 0.81% | 28 |
|