Janiczek Wealth Management’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
2024
Q2
$11.1K Hold
190
﹤0.01% 647
2024
Q1
$10.6K Buy
190
+1
+0.5% +$56 ﹤0.01% 668
2023
Q4
$10K Buy
+189
New +$10K ﹤0.01% 667