Syntegra Private Wealth Group’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 | $274K | Hold |
|
|||||
|
2025
Q2 | $259K | Hold |
|
|||||
|
2025
Q1 | $241K | Sell |
|
|||||
|
2024
Q4 | $283K | Sell |
|
|||||
|
2024
Q3 | $289K | Sell |
|
|||||
|
2024
Q2 | $280K | Sell |
|
|||||
|
2024
Q1 | $286K | Sell |
|
|||||
|
2023
Q4 | $991K | Sell |
|
|||||
|
2023
Q3 | $1.07M | Buy |
|
|||||
|
2023
Q2 | $1.07M | Buy |
|
|||||
|
2023
Q1 | $793K | Buy |
|
|||||
|
2022
Q4 | $451K | Buy |
|