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Sugarloaf Wealth Management’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Sugarloaf Wealth Management’s Portfolio FHEQ Stock Details FHEQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.32M Buy
48,224
+20,609
+75% +$566K 0.25% 44
2024
Q3 		$747K Buy
+27,615
New +$747K 0.14% 69