AWM
Accel Wealth Management’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Sell |
31,477
-22
| -0.1% | -$477 | 0.23% | 101 |
|
|
2025
Q1 | $664K | Sell |
31,499
-231
| -0.7% | -$4.87K | 0.24% | 98 |
|
|
2024
Q4 | $677K | Sell |
31,730
-12,712
| -29% | -$271K | 0.26% | 98 |
|
|
2024
Q3 | $989K | Sell |
44,442
-625
| -1% | -$13.9K | 0.37% | 70 |
|
|
2024
Q2 | $952K | Sell |
45,067
-2,582
| -5% | -$54.5K | 0.38% | 68 |
|
|
2024
Q1 | $1.01M | Sell |
47,649
-1,803
| -4% | -$38.2K | 0.43% | 61 |
|
|
2023
Q4 | $1.02M | Sell |
49,452
-28,490
| -37% | -$589K | 0.51% | 51 |
|
|
2023
Q3 | $1.49M | Sell |
77,942
-5,952
| -7% | -$114K | 0.83% | 35 |
|
|
2023
Q2 | $1.71M | Buy |
83,894
+1,186
| +1% | +$24.1K | 0.94% | 29 |
|
|
2023
Q1 | $1.67M | Sell |
82,708
-10,997
| -12% | -$222K | 0.68% | 33 |
|
|
2022
Q4 | $1.83M | Buy |
93,705
+5,745
| +7% | +$112K | 0.88% | 29 |
|
|
2022
Q3 | $1.75M | Buy |
87,960
+789
| +0.9% | +$15.7K | 0.93% | 26 |
|
|
2022
Q2 | $1.82M | Sell |
87,171
-2,557
| -3% | -$53.3K | 1.04% | 23 |
|
|
2022
Q1 | $2.17M | Buy |
89,728
+1,103
| +1% | +$26.6K | 1.12% | 20 |
|
|
2021
Q4 | $2.3M | Buy |
88,625
+23,148
| +35% | +$601K | 1.13% | 20 |
|
|
2021
Q3 | $1.63M | Buy |
65,477
+28,578
| +77% | +$713K | 1.06% | 23 |
|
|
2021
Q2 | $945K | Buy |
36,899
+19,835
| +116% | +$508K | 0.63% | 38 |
|
|
2021
Q1 | $422K | Buy |
17,064
+16,134
| +1,735% | +$399K | 0.34% | 63 |
|
|
2020
Q4 | $24K | Buy |
+930
| New | +$24K | 0.02% | 444 |
|