DHJJ Financial Advisors’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 | $939 | Hold |
15
| – | – | ﹤0.01% | 744 |
|
|
2025
Q1 | $896 | Hold |
15
| – | – | ﹤0.01% | 701 |
|
|
2024
Q4 | $931 | Hold |
15
| – | – | ﹤0.01% | 667 |
|
|
2024
Q3 | $918 | Buy |
15
+13
| +650% | +$796 | ﹤0.01% | 650 |
|
|
2024
Q2 | $118 | Hold |
2
| – | – | ﹤0.01% | 781 |
|
|
2024
Q1 | $112 | Hold |
2
| – | – | ﹤0.01% | 769 |
|
|
2023
Q4 | $106 | Buy |
+2
| New | +$106 | ﹤0.01% | 764 |
|