Peterson Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-107,615
| Closed | -$5.26M | – | 57 |
|
|
2022
Q1 | $5.26M | Sell |
107,615
-823
| -0.8% | -$40.2K | 1.56% | 11 |
|
|
2021
Q4 | $5.61M | Buy |
108,438
+4,666
| +4% | +$242K | 1.62% | 13 |
|
|
2021
Q3 | $5.4M | Sell |
103,772
-4,185
| -4% | -$218K | 1.79% | 12 |
|
|
2021
Q2 | $5.65M | Buy |
107,957
+12,036
| +13% | +$630K | 2% | 11 |
|
|
2021
Q1 | $4.95M | Sell |
95,921
-478
| -0.5% | -$24.6K | 2.01% | 12 |
|
|
2020
Q4 | $5M | Buy |
96,399
+8,081
| +9% | +$419K | 2.2% | 10 |
|
|
2020
Q3 | $4.42M | Buy |
88,318
+10,752
| +14% | +$538K | 2.26% | 11 |
|
|
2020
Q2 | $3.77M | Buy |
77,566
+317
| +0.4% | +$15.4K | 2.01% | 13 |
|
|
2020
Q1 | $3.42M | Buy |
77,249
+15,002
| +24% | +$665K | 2.22% | 12 |
|
|
2019
Q4 | $3.22M | Buy |
62,247
+4,934
| +9% | +$255K | 1.84% | 12 |
|
|
2019
Q3 | $2.94M | Buy |
57,313
+1,460
| +3% | +$74.9K | 1.8% | 12 |
|
|
2019
Q2 | $2.86M | Buy |
55,853
+2,608
| +5% | +$133K | 1.81% | 12 |
|
|
2019
Q1 | $2.71M | Sell |
53,245
-24,054
| -31% | -$1.22M | 1.81% | 12 |
|
|
2018
Q4 | $3.68M | Buy |
77,299
+5,310
| +7% | +$253K | 2.92% | 10 |
|
|
2018
Q3 | $3.58M | Buy |
71,989
+11,631
| +19% | +$579K | 2.61% | 10 |
|
|
2018
Q2 | $2.99M | Buy |
60,358
+8,757
| +17% | +$434K | 2.42% | 10 |
|
|
2018
Q1 | $2.58M | Buy |
51,601
+32,259
| +167% | +$1.61M | 2.13% | 12 |
|
|
2017
Q4 | $992K | Buy |
+19,342
| New | +$992K | 0.9% | 20 |
|