TCWA
Turtle Creek Wealth Advisors’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $310K | Buy |
+5,012
| New | +$310K | 0.04% | 214 |
|
2024
Q4 | – | Sell |
-5,012
| Closed | -$297K | – | 85 |
|
2024
Q3 | $297K | Hold |
5,012
| – | – | 0.06% | 135 |
|
2024
Q2 | $283K | Hold |
5,012
| – | – | 0.07% | 127 |
|
2024
Q1 | $293K | Hold |
5,012
| – | – | 0.07% | 119 |
|
2023
Q4 | $263K | Buy |
+5,012
| New | +$263K | 0.08% | 125 |
|