Atria Wealth Solutions’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $935K | Sell |
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|
2025
Q1 | $2.18M | Buy |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q3 | $813K | Buy |
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|
2024
Q2 | $470K | Buy |
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|
2024
Q1 | $392K | Buy |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $312K | Sell |
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|
2022
Q4 | $309K | Sell |
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|
2022
Q3 | $391K | Buy |
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|
2022
Q2 | $394K | Buy |
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