Lionsbridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Sell |
11,058
-61,025
| -85% | -$3.82M | 0.69% | 45 |
|
|
2025
Q1 | $4.3M | Sell |
72,083
-4,549
| -6% | -$271K | 3.82% | 7 |
|
|
2024
Q4 | $4.75M | Buy |
76,632
+12,881
| +20% | +$799K | 3.99% | 7 |
|
|
2024
Q3 | $3.9M | Buy |
63,751
+17,861
| +39% | +$1.09M | 3.08% | 6 |
|
|
2024
Q2 | $2.69M | Buy |
45,890
+27,499
| +150% | +$1.61M | 2.15% | 15 |
|
|
2024
Q1 | $1.03M | Buy |
+18,391
| New | +$1.03M | 0.8% | 37 |
|