Your Advocates Ltd’s JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF BBSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,220
| Closed | -$108K | – | 245 |
|
2024
Q3 | $108K | Buy |
2,220
+73
| +3% | +$3.55K | 0.04% | 36 |
|
2024
Q2 | $101K | Buy |
2,147
+224
| +12% | +$10.6K | 0.04% | 38 |
|
2024
Q1 | $91.5K | Sell |
1,923
-823
| -30% | -$39.2K | 0.04% | 40 |
|
2023
Q4 | $131K | Sell |
2,746
-248
| -8% | -$11.9K | 0.05% | 33 |
|
2023
Q3 | $140K | Buy |
2,994
+1,286
| +75% | +$60.1K | 0.08% | 35 |
|
2023
Q2 | $80.3K | Buy |
1,708
+69
| +4% | +$3.25K | 0.04% | 45 |
|
2023
Q1 | $78.2K | Buy |
1,639
+32
| +2% | +$1.53K | 0.04% | 41 |
|
2022
Q4 | $75.6K | Sell |
1,607
-903
| -36% | -$42.5K | 0.04% | 41 |
|
2022
Q3 | $117K | Buy |
2,510
+118
| +5% | +$5.5K | 0.07% | 33 |
|
2022
Q2 | $115K | Buy |
+2,392
| New | +$115K | 0.07% | 33 |
|