Plante Moran Financial Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.65K | Buy |
+70
| New | +$5.65K | ﹤0.01% | 622 |
|
|
2024
Q1 | – | Sell |
-629
| Closed | -$40.3K | – | 850 |
|
|
2023
Q4 | $40.3K | Buy |
+629
| New | +$40.3K | ﹤0.01% | 346 |
|
|
2023
Q3 | – | Sell |
-132
| Closed | -$8.09K | – | 773 |
|
|
2023
Q2 | $8.09K | Buy |
+132
| New | +$8.09K | ﹤0.01% | 575 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 865 |
|
|
2022
Q2 | – | Sell |
-23
| Closed | -$2K | – | 973 |
|
|
2022
Q1 | $2K | Sell |
23
-193
| -89% | -$16.8K | ﹤0.01% | 732 |
|
|
2021
Q4 | $15K | Hold |
216
| – | – | ﹤0.01% | 612 |
|
|
2021
Q3 | $14K | Hold |
216
| – | – | ﹤0.01% | 630 |
|
|
2021
Q2 | $14K | Sell |
216
-38
| -15% | -$2.46K | ﹤0.01% | 626 |
|
|
2021
Q1 | $15K | Buy |
+254
| New | +$15K | ﹤0.01% | 573 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 888 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 842 |
|
|
2020
Q2 | – | Sell |
-679
| Closed | -$26K | – | 748 |
|
|
2020
Q1 | $26K | Sell |
679
-207
| -23% | -$7.93K | 0.01% | 345 |
|
|
2019
Q4 | $46K | Sell |
886
-2,495
| -74% | -$130K | 0.02% | 333 |
|
|
2019
Q3 | $169K | Buy |
+3,381
| New | +$169K | 0.05% | 179 |
|