Resurgent Financial Advisors’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 | $454K | Buy |
7,248
+320
| +5% | +$20K | 0.25% | 115 |
|
|
2025
Q1 | $413K | Buy |
6,928
+332
| +5% | +$19.8K | 0.25% | 113 |
|
|
2024
Q4 | $409K | Sell |
6,596
-529
| -7% | -$32.8K | 0.24% | 116 |
|
|
2024
Q3 | $436K | Buy |
7,125
+1,363
| +24% | +$83.3K | 0.25% | 115 |
|
|
2024
Q2 | $337K | Buy |
5,762
+1,625
| +39% | +$95.2K | 0.21% | 130 |
|
|
2024
Q1 | $232K | Buy |
4,137
+2,035
| +97% | +$114K | 0.12% | 165 |
|
|
2023
Q4 | $111K | Buy |
+2,102
| New | +$111K | 0.07% | 235 |
|