Kingsview Wealth 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 | $1.26M | Sell |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.4M | Sell |
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|
2024
Q3 | $1.96M | Sell |
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|
2024
Q2 | $2.05M | Buy |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $350K | Sell |
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|
2023
Q3 | $336K | Hold |
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|
2023
Q2 | $343K | Sell |
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|
2023
Q1 | $337K | Buy |
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|
2022
Q4 | $329K | Sell |
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|
2022
Q3 | $353K | Sell |
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|
2022
Q2 | $377K | Buy |
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|
2022
Q1 | $317K | Sell |
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|
2021
Q4 | $393K | Hold |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $216K | Buy |
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