SPA
Shore Point 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 | $2.77M | Buy |
44,273
+558
| +1% | +$34.9K | 1.33% | 16 |
|
|
2025
Q1 | $2.61M | Sell |
43,715
-552
| -1% | -$32.9K | 1.38% | 16 |
|
|
2024
Q4 | $2.75M | Buy |
44,267
+5,448
| +14% | +$338K | 1.48% | 14 |
|
|
2024
Q3 | $2.37M | Sell |
38,819
-2,237
| -5% | -$137K | 1.27% | 15 |
|
|
2024
Q2 | $2.4M | Buy |
41,056
+342
| +0.8% | +$20K | 1.37% | 16 |
|
|
2024
Q1 | $2.28M | Sell |
40,714
-1,032
| -2% | -$57.8K | 1.3% | 15 |
|
|
2023
Q4 | $2.21M | Buy |
+41,746
| New | +$2.21M | 1.37% | 15 |
|