SWA
SOA Wealth Advisors’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-29
| Closed | -$1.61K | – | 887 |
|
2024
Q4 | $1.61K | Hold |
29
| – | – | ﹤0.01% | 703 |
|
2024
Q3 | $1.81K | Hold |
29
| – | – | ﹤0.01% | 679 |
|
2024
Q2 | $1.71K | Hold |
29
| – | – | ﹤0.01% | 687 |
|
2024
Q1 | $1.72K | Hold |
29
| – | – | ﹤0.01% | 724 |
|
2023
Q4 | $1.64K | Sell |
29
-159
| -85% | -$9K | ﹤0.01% | 719 |
|
2023
Q3 | $9.56K | Buy |
+188
| New | +$9.56K | ﹤0.01% | 527 |
|