Concourse Financial Group Securities’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
Q1 | – | Sell |
-326
| Closed | -$20.6K | – | 3562 |
|
|
2024
Q4 | $20.6K | Buy |
326
+87
| +36% | +$5.5K | ﹤0.01% | 1538 |
|
|
2024
Q3 | $14.6K | Buy |
+239
| New | +$14.6K | ﹤0.01% | 1592 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4919 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4922 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4863 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4789 |
|