SWG
EAGL
Summit Wealth Group’s Eagle Capital Select Equity ETF EAGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Hold |
365,972
| – | – | 2.84% | 11 |
|
|
2025
Q1 | $10.3M | Buy |
365,972
+1
| +0% | +$28 | 3% | 10 |
|
|
2024
Q4 | $10.2M | Sell |
365,971
-40,720
| -10% | -$1.13M | 2.95% | 9 |
|
|
2024
Q3 | $11.1M | Buy |
406,691
+290
| +0.1% | +$7.93K | 3.21% | 8 |
|
|
2024
Q2 | $10.8M | Buy |
406,401
+20
| +0% | +$529 | 3.23% | 8 |
|
|
2024
Q1 | $10.3M | Buy |
+406,381
| New | +$10.3M | 6.98% | 4 |
|