Tradition Wealth Management’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 | $572K | Buy |
9,142
+490
| +6% | +$30.7K | 0.05% | 247 |
|
|
2025
Q1 | $516K | Sell |
8,652
-523
| -6% | -$31.2K | 0.05% | 244 |
|
|
2024
Q4 | $569K | Buy |
9,175
+1,003
| +12% | +$62.2K | 0.05% | 228 |
|
|
2024
Q3 | $500K | Buy |
8,172
+59
| +0.7% | +$3.61K | 0.04% | 245 |
|
|
2024
Q2 | $475K | Buy |
8,113
+3,981
| +96% | +$233K | 0.05% | 240 |
|
|
2024
Q1 | $231K | Buy |
+4,132
| New | +$231K | 0.02% | 346 |
|