Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

SELL
$17.76 - $19.62 $63,580 - $70,239
-3,580 Reduced 16.63%
17,950 $350,000
Q3 2023

Oct 30, 2023

SELL
$18.11 - $18.86 $39,479 - $41,114
-2,180 Reduced 9.19%
21,530 $389,000
Q2 2023

Aug 07, 2023

SELL
$17.47 - $18.5 $6,097 - $6,456
-349 Reduced 1.45%
23,710 $438,000
Q1 2023

Apr 12, 2023

SELL
$16.86 - $18.1 $23,367 - $25,086
-1,386 Reduced 5.45%
24,059 $423,000
Q4 2022

Jan 31, 2023

SELL
$16.78 - $18.04 $107,727 - $115,816
-6,420 Reduced 20.15%
25,445 $436,000
Q3 2022

Oct 18, 2022

SELL
$16.82 - $17.9 $41,343 - $43,998
-2,458 Reduced 7.16%
31,865 $536,000
Q2 2022

Aug 05, 2022

BUY
$16.88 - $18.7 $31,869 - $35,305
1,888 Added 5.82%
34,323 $585,000
Q1 2022

Apr 29, 2022

BUY
$17.86 - $19.53 $528,959 - $578,420
29,617 Added 1050.99%
32,435 $607,000
Q4 2021

Feb 02, 2022

BUY
$18.31 - $19.64 $51,597 - $55,345
2,818 New
2,818 $55,000

Others Institutions Holding HEGD

About LISTED FDS TR SWAN HEDGED EQUI


  • Ticker HEGD
  • Sector ETFs
  • Industry ETFs
More about HEGD
Track This Portfolio

Track Clearview Wealth Advisors LLC Portfolio

Follow Clearview Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearview Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearview Wealth Advisors LLC with notifications on news.