Penney Financial’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 | $3.58M | Sell |
57,198
-3,392
| -6% | -$212K | 1.82% | 14 |
|
|
2025
Q1 | $3.62M | Buy |
60,590
+2,650
| +5% | +$158K | 2.37% | 9 |
|
|
2024
Q4 | $3.59M | Buy |
57,940
+3,013
| +5% | +$187K | 2.41% | 9 |
|
|
2024
Q3 | $3.36M | Buy |
54,927
+5,530
| +11% | +$338K | 2.29% | 9 |
|
|
2024
Q2 | $2.89M | Buy |
49,397
+6,734
| +16% | +$394K | 2.12% | 9 |
|
|
2024
Q1 | $2.39M | Buy |
42,663
+22,309
| +110% | +$1.25M | 1.76% | 9 |
|
|
2023
Q4 | $1.08M | Buy |
+20,354
| New | +$1.08M | 0.89% | 14 |
|