PHAM
Palisades Hudson Asset 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 | $704K | Buy |
8,730
+1,704
| +24% | +$137K | 0.28% | 43 |
|
|
2025
Q1 | $503K | Sell |
7,026
-138
| -2% | -$9.88K | 0.23% | 50 |
|
|
2024
Q4 | $506K | Buy |
7,164
+87
| +1% | +$6.15K | 0.21% | 57 |
|
|
2024
Q3 | $512K | Buy |
7,077
+33
| +0.5% | +$2.39K | 0.22% | 58 |
|
|
2024
Q2 | $458K | Buy |
7,044
+37
| +0.5% | +$2.41K | 0.21% | 59 |
|
|
2024
Q1 | $468K | Buy |
7,007
+59
| +0.8% | +$3.94K | 0.21% | 58 |
|
|
2023
Q4 | $445K | Buy |
6,948
+48
| +0.7% | +$3.07K | 0.22% | 57 |
|
|
2023
Q3 | $401K | Buy |
6,900
+27
| +0.4% | +$1.57K | 0.22% | 54 |
|
|
2023
Q2 | $421K | Buy |
6,873
+29
| +0.4% | +$1.78K | 0.22% | 57 |
|
|
2023
Q1 | $407K | Buy |
6,844
+15
| +0.2% | +$892 | 0.22% | 58 |
|
|
2022
Q4 | $391K | Buy |
6,829
+35
| +0.5% | +$2K | 0.22% | 61 |
|
|
2022
Q3 | $363K | Buy |
6,794
+31
| +0.5% | +$1.66K | 0.22% | 60 |
|
|
2022
Q2 | $397K | Sell |
6,763
-32
| -0.5% | -$1.88K | 0.22% | 59 |
|
|
2022
Q1 | $477K | Buy |
6,795
+11
| +0.2% | +$772 | 0.22% | 58 |
|
|
2021
Q4 | $456K | Sell |
6,784
-68
| -1% | -$4.57K | 0.19% | 63 |
|
|
2021
Q3 | $431K | Buy |
6,852
+21
| +0.3% | +$1.32K | 0.2% | 65 |
|
|
2021
Q2 | $442K | Sell |
6,831
-7,410
| -52% | -$479K | 0.2% | 61 |
|
|
2021
Q1 | $421K | Sell |
14,241
-155
| -1% | -$4.58K | 0.2% | 59 |
|
|
2020
Q4 | $386K | Sell |
14,396
-144
| -1% | -$3.86K | 0.2% | 60 |
|
|
2020
Q3 | $347K | Sell |
14,540
-70
| -0.5% | -$1.67K | 0.22% | 64 |
|
|
2020
Q2 | $330K | Buy |
14,610
+104
| +0.7% | +$2.35K | 0.23% | 63 |
|
|
2020
Q1 | $276K | Sell |
14,506
-18,459
| -56% | -$351K | 0.23% | 62 |
|
|
2019
Q4 | $857K | Sell |
32,965
-285
| -0.9% | -$7.41K | 0.55% | 24 |
|
|
2019
Q3 | $832K | Sell |
33,250
-622
| -2% | -$15.6K | 0.58% | 24 |
|
|
2019
Q2 | $843K | Sell |
33,872
-132
| -0.4% | -$3.29K | 0.58% | 24 |
|
|
2019
Q1 | $813K | Buy |
34,004
+325
| +1% | +$7.77K | 0.53% | 27 |
|
|
2018
Q4 | $696K | Buy |
+33,679
| New | +$696K | 0.41% | 30 |
|