Spire Wealth Management’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 | $44.1K | Hold |
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|
2025
Q2 | $41.6K | Hold |
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|
2025
Q1 | $38.7K | Sell |
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|
2024
Q4 | $58.8K | Buy |
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|
2024
Q3 | $58.3K | Hold |
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|
2024
Q2 | $55.7K | Sell |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $4K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Sell |
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|
2022
Q1 | $79K | Buy |
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