Orion Portfolio Solutions’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
Q1 | $1.47M | Buy |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $980K | Sell |
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|
2023
Q4 | $974K | Buy |
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|
2023
Q3 | $731K | Buy |
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|
2023
Q2 | $643K | Buy |
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|
2023
Q1 | $519K | Buy |
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|
2022
Q4 | $385K | Buy |
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|
2022
Q3 | $341K | Sell |
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|
2022
Q2 | $347K | Sell |
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|
2022
Q1 | $392K | Buy |
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