DHJJ Financial Advisors’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
$250 Hold
2025
Q2
$235 Hold
2025
Q1
$219 Hold
2024
Q4
$224 Hold
2024
Q3
$223 Hold
2024
Q2
$213 Hold
2024
Q1
$208 Hold
2023
Q4
$196 Hold
2023
Q3
$182 Buy