Carson Wealth (CWM LLC)’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
Q3 | $62.8M | Buy |
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|
2025
Q2 | $41.7M | Buy |
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|
2025
Q1 | $35.5M | Buy |
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|
2024
Q4 | $33.1M | Buy |
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|
2024
Q3 | $31M | Buy |
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|
2024
Q2 | $26.2M | Buy |
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|
2024
Q1 | $20.4M | Sell |
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|
2023
Q4 | $21.7M | Buy |
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|
2023
Q3 | $11.7M | Buy |
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|
2023
Q2 | $993K | Buy |
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|
2023
Q1 | $108K | Sell |
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|
2022
Q4 | $191K | Buy |
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|
2022
Q3 | $43K | Buy |
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|
2022
Q2 | $34K | Buy |
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|
2022
Q1 | $19K | Buy |
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