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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$10.1K	Hold
2024 Q3	$10K	Sell
2024 Q2	$16K	Hold
2024 Q1	$15.5K	Buy