DeDora Capital’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 | $3.03M | Buy |
48,376
+25,215
| +109% | +$1.58M | 0.79% | 31 |
|
|
2025
Q1 | $1.38M | Buy |
23,161
+4,559
| +25% | +$272K | 0.4% | 52 |
|
|
2024
Q4 | $1.15M | Buy |
18,602
+3,333
| +22% | +$207K | 0.32% | 56 |
|
|
2024
Q3 | $934K | Buy |
15,269
+3,574
| +31% | +$219K | 0.26% | 66 |
|
|
2024
Q2 | $685K | Buy |
11,695
+2,750
| +31% | +$161K | 0.21% | 70 |
|
|
2024
Q1 | $501K | Buy |
8,945
+3,297
| +58% | +$185K | 0.16% | 83 |
|
|
2023
Q4 | $299K | Buy |
+5,648
| New | +$299K | 0.1% | 93 |
|