Planning Capital Management Corporation’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 Q2	–	Sell	-65	Closed	-$3.64K	–	737
2024 Q1	$3.64K	Buy	+65	New	+$3.64K	﹤0.01%	511