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WR Wealth Planners’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

WR Wealth Planners’s Portfolio HEGD Stock Details HEGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$10.1K Hold
450
– – ﹤0.01% 591
2024
Q3 		$10K Sell
450
-300
-40% -$6.68K ﹤0.01% 627
2024
Q2 		$16K Hold
750
– – ﹤0.01% 485
2024
Q1 		$15.5K Buy
+750
New +$15.5K ﹤0.01% 502