SWP
Summit Wealth Partners’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,200
| Closed | -$323K | – | 166 |
|
|
2021
Q3 | $323K | Hold |
6,200
| – | – | 0.08% | 117 |
|
|
2021
Q2 | $324K | Hold |
6,200
| – | – | 0.08% | 122 |
|
|
2021
Q1 | $320K | Hold |
6,200
| – | – | 0.08% | 118 |
|
|
2020
Q4 | $322K | Hold |
6,200
| – | – | 0.09% | 110 |
|
|
2020
Q3 | $310K | Hold |
6,200
| – | – | 0.09% | 116 |
|
|
2020
Q2 | $301K | Hold |
6,200
| – | – | 0.1% | 112 |
|
|
2020
Q1 | $275K | Hold |
6,200
| – | – | 0.11% | 90 |
|
|
2019
Q4 | $321K | Buy |
+6,200
| New | +$321K | 0.11% | 88 |
|