John W. Brooker & Co’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 | – | Sell |
-21,787
| Closed | -$1.3M | – | 52 |
|
|
2025
Q1 | $1.3M | Buy |
21,787
+3,483
| +19% | +$208K | 0.54% | 41 |
|
|
2024
Q4 | $1.14M | Buy |
18,304
+279
| +2% | +$17.3K | 0.49% | 44 |
|
|
2024
Q3 | $1.1M | Buy |
18,025
+5,002
| +38% | +$306K | 0.51% | 42 |
|
|
2024
Q2 | $763K | Buy |
13,023
+5,963
| +84% | +$349K | 0.38% | 48 |
|
|
2024
Q1 | $395K | Buy |
7,060
+2,169
| +44% | +$121K | 0.21% | 59 |
|
|
2023
Q4 | $259K | Buy |
+4,891
| New | +$259K | 0.15% | 64 |
|