WANY
Wealthspire Advisors (New York)’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Hold |
6,061
| – | – | ﹤0.01% | 544 |
|
|
2025
Q1 | $434K | Hold |
6,061
| – | – | ﹤0.01% | 553 |
|
|
2024
Q4 | $428K | Hold |
6,061
| – | – | ﹤0.01% | 553 |
|
|
2024
Q3 | $438K | Sell |
6,061
-147
| -2% | -$10.6K | ﹤0.01% | 522 |
|
|
2024
Q2 | $403K | Sell |
6,208
-1,541
| -20% | -$100K | 0.01% | 472 |
|
|
2024
Q1 | $518K | Sell |
7,749
-685
| -8% | -$45.8K | 0.01% | 422 |
|
|
2023
Q4 | $541K | Buy |
+8,434
| New | +$541K | 0.01% | 407 |
|
|
2022
Q4 | – | Sell |
-16,762
| Closed | -$896K | – | 582 |
|
|
2022
Q3 | $896K | Hold |
16,762
| – | – | 0.02% | 242 |
|
|
2022
Q2 | $985K | Buy |
16,762
+211
| +1% | +$12.4K | 0.02% | 211 |
|
|
2022
Q1 | $1.16M | Hold |
16,551
| – | – | 0.03% | 176 |
|
|
2021
Q4 | $1.11M | Sell |
16,551
-231
| -1% | -$15.5K | 0.02% | 217 |
|
|
2021
Q3 | $1.06M | Buy |
16,782
+231
| +1% | +$14.5K | 0.02% | 239 |
|
|
2021
Q2 | $1.07M | Sell |
16,551
-16,554
| -50% | -$1.07M | 0.03% | 156 |
|
|
2021
Q1 | $978K | Hold |
33,105
| – | – | 0.02% | 271 |
|
|
2020
Q4 | $888K | Buy |
33,105
+1,892
| +6% | +$50.8K | 0.03% | 220 |
|
|
2020
Q3 | $744K | Buy |
+31,213
| New | +$744K | 0.04% | 147 |
|
|
2019
Q1 | – | Sell |
-2,276
| Closed | -$47K | – | 121 |
|
|
2018
Q4 | $47K | Buy |
+2,276
| New | +$47K | ﹤0.01% | 189 |
|