Retirement Guys Formula’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
Q3 | $7.68M | Sell |
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|
2025
Q2 | $7.26M | Sell |
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|
2025
Q1 | $6.78M | Sell |
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|
2024
Q4 | $7.37M | Sell |
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|
2024
Q3 | $7.55M | Sell |
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|
2024
Q2 | $7.42M | Sell |
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|
2024
Q1 | $7.42M | Sell |
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|
2023
Q4 | $7.24M | Sell |
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|
2023
Q3 | $7.17M | Sell |
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|
2023
Q2 | $7.59M | Sell |
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|
2023
Q1 | $7.42M | Buy |
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|
2022
Q4 | $7.11M | Sell |
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|
2022
Q3 | $9.53M | Sell |
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|
2022
Q2 | $9.89M | Buy |
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|
2022
Q1 | $10.8M | Buy |
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|
2021
Q4 | $8.19M | Buy |
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