Pine Valley Investments’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
Q4
$7.15M Buy
115,310
+12,189
+12% +$756K 0.43% 57
2024
Q3
$6.3M Buy
103,121
+21,727
+27% +$1.33M 0.38% 60
2024
Q2
$4.77M Buy
81,394
+15,643
+24% +$916K 0.31% 70
2024
Q1
$3.68M Buy
+65,751
New +$3.68M 0.25% 88