Northwestern Mutual Wealth Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $371K | Buy |
4,601
+1,687
| +58% | +$136K | ﹤0.01% | 1499 |
|
2025
Q1 | $209K | Buy |
2,914
+450
| +18% | +$32.2K | ﹤0.01% | 1645 |
|
2024
Q4 | $174K | Sell |
2,464
-203
| -8% | -$14.3K | ﹤0.01% | 1713 |
|
2024
Q3 | $193K | Buy |
2,667
+613
| +30% | +$44.3K | ﹤0.01% | 1635 |
|
2024
Q2 | $133K | Buy |
2,054
+1,397
| +213% | +$90.8K | ﹤0.01% | 1717 |
|
2024
Q1 | $43.9K | Buy |
657
+103
| +19% | +$6.88K | ﹤0.01% | 2127 |
|
2023
Q4 | $35.5K | Buy |
554
+14
| +3% | +$898 | ﹤0.01% | 2191 |
|
2023
Q3 | $31.4K | Sell |
540
-430
| -44% | -$25K | ﹤0.01% | 2146 |
|
2023
Q2 | $59.4K | Buy |
970
+639
| +193% | +$39.1K | ﹤0.01% | 1922 |
|
2023
Q1 | $19.7K | Sell |
331
-326
| -50% | -$19.4K | ﹤0.01% | 2256 |
|
2022
Q4 | $37.6K | Buy |
657
+563
| +599% | +$32.3K | ﹤0.01% | 2008 |
|
2022
Q3 | $5K | Sell |
94
-89
| -49% | -$4.73K | ﹤0.01% | 2671 |
|
2022
Q2 | $10K | Buy |
183
+20
| +12% | +$1.09K | ﹤0.01% | 2503 |
|
2022
Q1 | $12K | Sell |
163
-1,300
| -89% | -$95.7K | ﹤0.01% | 2463 |
|
2021
Q4 | $98K | Buy |
1,463
+313
| +27% | +$21K | ﹤0.01% | 1718 |
|
2021
Q3 | $72K | Buy |
+1,150
| New | +$72K | ﹤0.01% | 1764 |
|
2021
Q2 | – | Sell |
-2,074
| Closed | -$61K | – | 2996 |
|
2021
Q1 | $61K | Buy |
2,074
+1,998
| +2,629% | +$58.8K | ﹤0.01% | 1658 |
|
2020
Q4 | $2K | Buy |
+76
| New | +$2K | ﹤0.01% | 2508 |
|
2020
Q3 | – | Sell |
-74
| Closed | -$2K | – | 2531 |
|
2020
Q2 | $2K | Sell |
74
-254
| -77% | -$6.87K | ﹤0.01% | 2210 |
|
2020
Q1 | $6K | Sell |
328
-1,469
| -82% | -$26.9K | ﹤0.01% | 2007 |
|
2019
Q4 | $46K | Buy |
1,797
+1,769
| +6,318% | +$45.3K | ﹤0.01% | 1487 |
|
2019
Q3 | $1K | Sell |
28
-1,360
| -98% | -$48.6K | ﹤0.01% | 2327 |
|
2019
Q2 | $35K | Buy |
1,388
+482
| +53% | +$12.2K | ﹤0.01% | 1519 |
|
2019
Q1 | $22K | Buy |
906
+98
| +12% | +$2.38K | ﹤0.01% | 1675 |
|
2018
Q4 | $17K | Buy |
808
+584
| +261% | +$12.3K | ﹤0.01% | 1644 |
|
2018
Q3 | $6K | Buy |
+224
| New | +$6K | ﹤0.01% | 2051 |
|