Schwarz Dygos Wheeler Investment Advisors’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 |
-36,849
| Closed | -$1.86M | – | 128 |
|
|
2022
Q1 | $1.86M | Sell |
36,849
-286
| -0.8% | -$14.4K | 0.63% | 41 |
|
|
2021
Q4 | $2M | Buy |
37,135
+1,782
| +5% | +$96.1K | 0.68% | 38 |
|
|
2021
Q3 | $1.92M | Buy |
35,353
+2,411
| +7% | +$131K | 0.7% | 41 |
|
|
2021
Q2 | $1.79M | Buy |
32,942
+8,687
| +36% | +$473K | 0.65% | 43 |
|
|
2021
Q1 | $1.3M | Buy |
+24,255
| New | +$1.3M | 0.54% | 45 |
|