Prestige Wealth Management Group’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-850
| Closed | -$48K | – | 979 |
|
|
2021
Q2 | $48K | Hold |
850
| – | – | 0.01% | 253 |
|
|
2021
Q1 | $46K | Sell |
850
-1,469
| -63% | -$79.5K | 0.01% | 256 |
|
|
2020
Q4 | $134K | Sell |
2,319
-355
| -13% | -$20.5K | 0.04% | 149 |
|
|
2020
Q3 | $152K | Buy |
2,674
+1,081
| +68% | +$61.4K | 0.05% | 136 |
|
|
2020
Q2 | $90K | Buy |
+1,593
| New | +$90K | 0.03% | 163 |
|