EverSource Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19K | Hold |
19
| – | – | ﹤0.01% | 3675 |
|
|
2025
Q1 | $1.13K | Hold |
19
| – | – | ﹤0.01% | 3185 |
|
|
2024
Q4 | $1.18K | Hold |
19
| – | – | ﹤0.01% | 2905 |
|
|
2024
Q3 | $1.16K | Hold |
19
| – | – | ﹤0.01% | 2688 |
|
|
2024
Q2 | $1.12K | Hold |
19
| – | – | ﹤0.01% | 2720 |
|
|
2024
Q1 | $1.05K | Buy |
+19
| New | +$1.05K | ﹤0.01% | 2561 |
|