SWA
SOA Wealth Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35
| Closed | -$2.47K | – | 886 |
|
|
2024
Q4 | $2.47K | Hold |
35
| – | – | ﹤0.01% | 672 |
|
|
2024
Q3 | $2.53K | Hold |
35
| – | – | ﹤0.01% | 652 |
|
|
2024
Q2 | $2.27K | Hold |
35
| – | – | ﹤0.01% | 661 |
|
|
2024
Q1 | $2.34K | Hold |
35
| – | – | ﹤0.01% | 693 |
|
|
2023
Q4 | $2.24K | Sell |
35
-71
| -67% | -$4.55K | ﹤0.01% | 689 |
|
|
2023
Q3 | $6.16K | Buy |
+106
| New | +$6.16K | ﹤0.01% | 581 |
|