Plante Moran Financial Advisors’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.91K | Buy |
+128
| New | +$7.91K | ﹤0.01% | 592 |
|
|
2024
Q1 | – | Sell |
-430
| Closed | -$22.6K | – | 851 |
|
|
2023
Q4 | $22.6K | Buy |
+430
| New | +$22.6K | ﹤0.01% | 436 |
|
|
2023
Q3 | – | Sell |
-222
| Closed | -$11.4K | – | 775 |
|
|
2023
Q2 | $11.4K | Buy |
+222
| New | +$11.4K | ﹤0.01% | 535 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 867 |
|
|
2022
Q2 | – | Sell |
-26
| Closed | -$1K | – | 975 |
|
|
2022
Q1 | $1K | Sell |
26
-494
| -95% | -$19K | ﹤0.01% | 767 |
|
|
2021
Q4 | $29K | Sell |
520
-119
| -19% | -$6.64K | ﹤0.01% | 469 |
|
|
2021
Q3 | $38K | Hold |
639
| – | – | 0.01% | 427 |
|
|
2021
Q2 | $36K | Sell |
639
-57
| -8% | -$3.21K | 0.01% | 432 |
|
|
2021
Q1 | $40K | Buy |
+696
| New | +$40K | 0.01% | 405 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 889 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 843 |
|
|
2020
Q2 | – | Sell |
-697
| Closed | -$29K | – | 750 |
|
|
2020
Q1 | $29K | Buy |
697
+228
| +49% | +$9.49K | 0.01% | 330 |
|
|
2019
Q4 | $23K | Sell |
469
-2,712
| -85% | -$133K | 0.01% | 435 |
|
|
2019
Q3 | $151K | Buy |
+3,181
| New | +$151K | 0.04% | 191 |
|