Ullmann Wealth Partners Group’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $377K | Hold |
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|
2025
Q2 | $349K | Hold |
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|
2025
Q1 | $309K | Sell |
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|
2024
Q4 | $390K | Hold |
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|
2024
Q3 | $399K | Hold |
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|
2024
Q2 | $359K | Hold |
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|
2024
Q1 | $369K | Hold |
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|
2023
Q4 | $354K | Hold |
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|
2023
Q3 | $321K | Hold |
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|
2023
Q2 | $338K | Hold |
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|
2023
Q1 | $329K | Hold |
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|
2022
Q4 | $317K | Hold |
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|
2022
Q3 | $295K | Buy |
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