RWA
Redhawk Wealth Advisors’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 | $8.12M | Sell |
129,683
-70,916
| -35% | -$4.44M | 1.02% | 23 |
|
|
2025
Q1 | $12M | Buy |
200,599
+5,279
| +3% | +$315K | 1.61% | 12 |
|
|
2024
Q4 | $12.1M | Buy |
195,320
+11,323
| +6% | +$702K | 1.64% | 14 |
|
|
2024
Q3 | $11.2M | Buy |
183,997
+3,910
| +2% | +$239K | 1.61% | 15 |
|
|
2024
Q2 | $10.5M | Buy |
+180,087
| New | +$10.5M | 1.61% | 13 |
|