SFA
Source Financial Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $468K | Buy |
6,467
+137
| +2% | +$9.9K | 0.14% | 72 |
|
|
2024
Q2 | $411K | Buy |
6,330
+88
| +1% | +$5.72K | 0.13% | 75 |
|
|
2024
Q1 | $417K | Sell |
6,242
-4,682
| -43% | -$313K | 0.13% | 79 |
|
|
2023
Q4 | $700K | Sell |
10,924
-228
| -2% | -$14.6K | 0.22% | 62 |
|
|
2023
Q3 | $649K | Buy |
11,152
+339
| +3% | +$19.7K | 0.22% | 63 |
|
|
2023
Q2 | $662K | Sell |
10,813
-55
| -0.5% | -$3.37K | 0.22% | 65 |
|
|
2023
Q1 | $647K | Sell |
10,868
-2,972
| -21% | -$177K | 0.22% | 65 |
|
|
2022
Q4 | $793K | Sell |
13,840
-10,201
| -42% | -$584K | 0.3% | 60 |
|
|
2022
Q3 | $1.29M | Sell |
24,041
-679
| -3% | -$36.3K | 0.51% | 42 |
|
|
2022
Q2 | $1.45M | Buy |
24,720
+10,831
| +78% | +$636K | 0.57% | 41 |
|
|
2022
Q1 | $974K | Buy |
+13,889
| New | +$974K | 0.29% | 54 |
|