LWM
Lakeridge Wealth Management’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 | $1.14M | Buy |
18,258
+790
| +5% | +$49.4K | 0.53% | 35 |
|
|
2025
Q1 | $1.04M | Buy |
17,468
+3,087
| +21% | +$184K | 0.52% | 35 |
|
|
2024
Q4 | $892K | Buy |
14,381
+4,507
| +46% | +$280K | 0.46% | 41 |
|
|
2024
Q3 | $604K | Buy |
9,874
+1,212
| +14% | +$74.1K | 0.33% | 63 |
|
|
2024
Q2 | $507K | Buy |
+8,662
| New | +$507K | 0.3% | 68 |
|