Clear Creek Financial Management’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 | – | Sell |
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|
2025
Q1 | $286K | Hold |
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|
2024
Q4 | $293K | Sell |
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|
2024
Q3 | $293K | Sell |
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|
2024
Q2 | $295K | Hold |
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|
2024
Q1 | $288K | Sell |
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|
2023
Q4 | $279K | Hold |
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|
2023
Q3 | $259K | Hold |
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|
2023
Q2 | $264K | Sell |
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|
2023
Q1 | $290K | Sell |
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|
2022
Q4 | $693K | Sell |
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|
2022
Q3 | $762K | Sell |
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|
2022
Q2 | $899K | Sell |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $666K | Buy |
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|
2021
Q3 | $352K | Buy |
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