MAI Capital Management’s Soundwatch Hedged Equity ETF SHDG Stock Holding History

MAI Capital Management’s Portfolio SHDG Stock Details SHDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$89.2K	Sell
2025 Q1	$167K	Hold
2024 Q4	$175K	Sell
2024 Q3	$214K	Hold
2024 Q2	$204K	Buy