Plante Moran Financial Advisors’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,428
| Closed | -$84.1K | – | 874 |
|
|
2024
Q2 | $84.1K | Hold |
1,428
| – | – | 0.01% | 267 |
|
|
2024
Q1 | $84.8K | Sell |
1,428
-757
| -35% | -$45K | 0.01% | 270 |
|
|
2023
Q4 | $124K | Buy |
+2,185
| New | +$124K | 0.01% | 225 |
|
|
2023
Q3 | – | Sell |
-56
| Closed | -$3.03K | – | 774 |
|
|
2023
Q2 | $3.03K | Buy |
+56
| New | +$3.03K | ﹤0.01% | 662 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 866 |
|
|
2022
Q2 | – | Sell |
-25
| Closed | -$1K | – | 974 |
|
|
2022
Q1 | $1K | Sell |
25
-432
| -95% | -$17.3K | ﹤0.01% | 766 |
|
|
2021
Q4 | $27K | Hold |
457
| – | – | ﹤0.01% | 486 |
|
|
2021
Q3 | $26K | Hold |
457
| – | – | 0.01% | 499 |
|
|
2021
Q2 | $27K | Sell |
457
-15
| -3% | -$886 | 0.01% | 497 |
|
|
2021
Q1 | $26K | Buy |
+472
| New | +$26K | 0.01% | 492 |
|
|
2020
Q2 | – | Sell |
-1,045
| Closed | -$40K | – | 749 |
|
|
2020
Q1 | $40K | Sell |
1,045
-1,272
| -55% | -$48.7K | 0.02% | 289 |
|
|
2019
Q4 | $119K | Sell |
2,317
-582
| -20% | -$29.9K | 0.04% | 213 |
|
|
2019
Q3 | $136K | Buy |
+2,899
| New | +$136K | 0.04% | 203 |
|