HIA
Harbor Investment Advisory’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 | $4.05M | Buy |
64,725
+1,814
| +3% | +$114K | 0.36% | 57 |
|
|
2025
Q1 | $3.75M | Buy |
62,911
+2,575
| +4% | +$154K | 0.37% | 54 |
|
|
2024
Q4 | $3.74M | Buy |
60,336
+6,692
| +12% | +$415K | 0.35% | 57 |
|
|
2024
Q3 | $3.28M | Buy |
53,644
+10,374
| +24% | +$634K | 0.32% | 61 |
|
|
2024
Q2 | $2.53M | Buy |
43,270
+18,131
| +72% | +$1.06M | 0.26% | 72 |
|
|
2024
Q1 | $1.41M | Buy |
+25,139
| New | +$1.41M | 0.15% | 108 |
|