Pinnacle Wealth Management Advisory Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,172
| Closed | -$211K | – | 286 |
|
|
2022
Q1 | $211K | Sell |
4,172
-96
| -2% | -$4.86K | 0.03% | 263 |
|
|
2021
Q4 | $230K | Sell |
4,268
-240
| -5% | -$12.9K | 0.04% | 241 |
|
|
2021
Q3 | $245K | Hold |
4,508
| – | – | 0.06% | 195 |
|
|
2021
Q2 | $246K | Sell |
4,508
-5
| -0.1% | -$273 | 0.06% | 194 |
|
|
2021
Q1 | $242K | Buy |
4,513
+90
| +2% | +$4.83K | 0.07% | 171 |
|
|
2020
Q4 | $246K | Hold |
4,423
| – | – | 0.08% | 164 |
|
|
2020
Q3 | $247K | Hold |
4,423
| – | – | 0.09% | 157 |
|
|
2020
Q2 | $247K | Sell |
4,423
-282
| -6% | -$15.7K | 0.09% | 152 |
|
|
2020
Q1 | $254K | Buy |
+4,705
| New | +$254K | 0.12% | 129 |
|