Navis Wealth Advisors’s Soundwatch Hedged Equity ETF SHDG Stock Holding History

Navis Wealth Advisors’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	$286K	Sell
2025 Q1	$295K	Hold
2024 Q4	$309K	Buy
2024 Q3	$304K	Hold
2024 Q2	$289K	Hold
2024 Q1	$278K	Hold
2023 Q4	$258K	Sell
2023 Q3	$266K	Sell
2023 Q2	$283K	Sell
2023 Q1	$312K	Buy