DHJJ Financial Advisors’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 | $235 | Hold |
10
| – | – | ﹤0.01% | 878 |
|
|
2025
Q1 | $219 | Hold |
10
| – | – | ﹤0.01% | 840 |
|
|
2024
Q4 | $224 | Hold |
10
| – | – | ﹤0.01% | 810 |
|
|
2024
Q3 | $223 | Hold |
10
| – | – | ﹤0.01% | 791 |
|
|
2024
Q2 | $213 | Hold |
10
| – | – | ﹤0.01% | 743 |
|
|
2024
Q1 | $208 | Hold |
10
| – | – | ﹤0.01% | 734 |
|
|
2023
Q4 | $196 | Hold |
10
| – | – | ﹤0.01% | 727 |
|
|
2023
Q3 | $182 | Buy |
+10
| New | +$182 | ﹤0.01% | 723 |
|