Burkett Financial Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-79
| Closed | -$4.7K | – | 235 |
|
|
2025
Q1 | $4.7K | Hold |
79
| – | – | ﹤0.01% | 191 |
|
|
2024
Q4 | $4.88K | Buy |
79
+1
| +1% | +$62 | ﹤0.01% | 162 |
|
|
2024
Q3 | $4.8K | Hold |
78
| – | – | ﹤0.01% | 155 |
|
|
2024
Q2 | $4.59K | Hold |
78
| – | – | ﹤0.01% | 156 |
|
|
2024
Q1 | $4.38K | Hold |
78
| – | – | ﹤0.01% | 160 |
|
|
2023
Q4 | $4.13K | Buy |
+78
| New | +$4.13K | ﹤0.01% | 158 |
|