Fidelity Investments’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 | $3.1K | Sell |
49
-17
| -26% | -$1.08K | ﹤0.01% | 4794 |
|
|
2025
Q1 | $3.94K | Hold |
66
| – | – | ﹤0.01% | 4763 |
|
|
2024
Q4 | $4.1K | Buy |
+66
| New | +$4.1K | ﹤0.01% | 4701 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | -$59 | – | 5586 |
|
|
2024
Q2 | $59 | Sell |
1
-69
| -99% | -$4.07K | ﹤0.01% | 5019 |
|
|
2024
Q1 | $3.92K | Buy |
70
+47
| +204% | +$2.63K | ﹤0.01% | 4573 |
|
|
2023
Q4 | $1.22K | Buy |
+23
| New | +$1.22K | ﹤0.01% | 4725 |
|