Colonial Trust’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$191K Buy
8,166
+5,316
+187% +$124K 0.03% 315
2025
Q1
$62.3K Buy
2,850
+1,063
+59% +$23.2K 0.01% 496
2024
Q4
$41K Buy
+1,787
New +$41K 0.01% 621