Firestone Capital Management HELO Holdings History
Firestone Capital Management's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, Firestone Capital Management held 56,484.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $3.37 Mil. This investment constitutes 0.88% of their stock portfolio, and Firestone Capital Management now holds 0.11% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q2. And since then Firestone Capital Management has made 4 purchases of HELO, at an average price of $61.07, for a total of 56,484.00 shares. Based on historical transaction data and HELO's current price of $63.30, Firestone Capital Management's estimated gain on his HELO holdings is $125,858.45, reflecting a 3.65% gain to date.
Firestone Capital Management HELO ($63.30) Holding Chart
Firestone Capital Management HELO ($63.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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