WMS
Wealth Management Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,951
| Closed | -$210K | – | 90 |
|
|
2022
Q3 | $210K | Sell |
4,951
-4,939
| -50% | -$209K | 0.12% | 77 |
|
|
2022
Q2 | $431K | Sell |
9,890
-13,121
| -57% | -$572K | 0.24% | 46 |
|
|
2022
Q1 | $1.13M | Sell |
23,011
-2,323
| -9% | -$114K | 0.58% | 30 |
|
|
2021
Q4 | $1.31M | Buy |
+25,334
| New | +$1.31M | 0.67% | 27 |
|