SWM
SFG Wealth Management’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,306
| Closed | -$512K | – | 101 |
|
|
2025
Q1 | $512K | Buy |
+21,306
| New | +$512K | 0.25% | 72 |
|
|
2024
Q2 | – | Sell |
-13,338
| Closed | -$295K | – | 95 |
|
|
2024
Q1 | $295K | Buy |
+13,338
| New | +$295K | 0.18% | 74 |
|
|
2023
Q3 | – | Sell |
-24,877
| Closed | -$530K | – | 100 |
|
|
2023
Q2 | $530K | Buy |
+24,877
| New | +$530K | 0.44% | 41 |
|