Harbour 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 | $2.5M | Buy |
39,910
+39,263
| +6,068% | +$2.46M | 0.06% | 277 |
|
|
2025
Q1 | $38.6K | Hold |
647
| – | – | ﹤0.01% | 1901 |
|
|
2024
Q4 | $40.1K | Buy |
647
+206
| +47% | +$12.8K | ﹤0.01% | 1821 |
|
|
2024
Q3 | $27K | Sell |
441
-625
| -59% | -$38.2K | ﹤0.01% | 1923 |
|
|
2024
Q2 | $62.4K | Buy |
1,066
+314
| +42% | +$18.4K | ﹤0.01% | 1463 |
|
|
2024
Q1 | $42.1K | Buy |
+752
| New | +$42.1K | ﹤0.01% | 1611 |
|