Stringer Tactical Adaptive Risk Fund (formerly, Stringer Growth Fund)'s JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-02-28, Stringer Tactical Adaptive Risk Fund (formerly, Stringer Growth Fund) held 45,326.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $2.83 Mil. This investment constitutes 12.56% of their stock portfolio, and Stringer Tactical Adaptive Risk Fund (formerly, Stringer Growth Fund) now holds 0.09% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q1. And since then Stringer Tactical Adaptive Risk Fund (formerly, Stringer Growth Fund) has made 3 purchases of HELO, at an average price of $57.32, for a total of 79,245.00 shares. In addition, there have been 1 sales at an average price of $55.84 for 33,919.00 shares. Based on historical transaction data and HELO's current price of $62.86, Stringer Tactical Adaptive Risk Fund (formerly, Stringer Growth Fund)'s estimated gain on his HELO holdings is $201,009.39, reflecting a 4.43% gain to date.
Stringer Tactical Adaptive Risk Fund (formerly, Stringer Growth Fund) HELO ($62.86) Holding Chart
Stringer Tactical Adaptive Risk Fund (formerly, Stringer Growth Fund) HELO ($62.86) 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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