Perigon Wealth Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,241
| Closed | -$168K | – | 528 |
|
|
2020
Q4 | $168K | Buy |
+3,241
| New | +$168K | 0.02% | 430 |
|
|
2018
Q3 | – | Sell |
-13,298
| Closed | -$660K | – | 239 |
|
|
2018
Q2 | $660K | Buy |
13,298
+12,592
| +1,784% | +$625K | 0.2% | 105 |
|
|
2018
Q1 | $35K | Sell |
706
-65
| -8% | -$3.22K | 0.01% | 360 |
|
|
2017
Q4 | $40K | Sell |
771
-7,107
| -90% | -$369K | 0.01% | 314 |
|
|
2017
Q3 | $408K | Buy |
+7,878
| New | +$408K | 0.13% | 125 |
|