Resurgent Financial Advisors’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-12,196
Closed -$253K 183
2024
Q1
$253K Buy
12,196
+7,016
+135% +$145K 0.13% 157
2023
Q4
$101K Buy
+5,180
New +$101K 0.06% 244