Venturi Wealth Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-295
| Closed | -$20.8K | – | 689 |
|
2024
Q4 | $20.8K | Sell |
295
-136
| -32% | -$9.6K | ﹤0.01% | 1251 |
|
2024
Q3 | $31.2K | Buy |
431
+61
| +16% | +$4.41K | ﹤0.01% | 899 |
|
2024
Q2 | $24K | Hold |
370
| – | – | ﹤0.01% | 890 |
|
2024
Q1 | $24.7K | Hold |
370
| – | – | ﹤0.01% | 677 |
|
2023
Q4 | $23.7K | Sell |
370
-34
| -8% | -$2.18K | ﹤0.01% | 653 |
|
2023
Q3 | $23.5K | Buy |
+404
| New | +$23.5K | ﹤0.01% | 585 |
|