Daymark Wealth Partners’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 | $9.3M | Buy |
148,616
+1,416
| +1% | +$88.6K | 0.35% | 57 |
|
|
2025
Q1 | $8.78M | Sell |
147,200
-5,766
| -4% | -$344K | 0.38% | 57 |
|
|
2024
Q4 | $9.49M | Sell |
152,966
-34,520
| -18% | -$2.14M | 0.4% | 53 |
|
|
2024
Q3 | $11.5M | Buy |
187,486
+12,811
| +7% | +$783K | 0.49% | 49 |
|
|
2024
Q2 | $10.2M | Buy |
174,675
+11,759
| +7% | +$689K | 0.47% | 47 |
|
|
2024
Q1 | $9.12M | Buy |
162,916
+124,455
| +324% | +$6.97M | 0.49% | 49 |
|
|
2023
Q4 | $2.03M | Buy |
+38,461
| New | +$2.03M | 0.12% | 128 |
|