AE Wealth Management’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-129
| Closed | -$2.72K | – | 2198 |
|
|
2025
Q1 | $2.72K | Sell |
129
-6
| -4% | -$127 | ﹤0.01% | 2007 |
|
|
2024
Q4 | $2.88K | Buy |
+135
| New | +$2.88K | ﹤0.01% | 1971 |
|
|
2024
Q1 | – | Sell |
-26,916
| Closed | -$556K | – | 1514 |
|
|
2023
Q4 | $556K | Sell |
26,916
-21,459
| -44% | -$443K | ﹤0.01% | 1379 |
|
|
2023
Q3 | $924K | Sell |
48,375
-7,087
| -13% | -$135K | 0.01% | 1127 |
|
|
2023
Q2 | $1.13M | Sell |
55,462
-3,258
| -6% | -$66.2K | 0.01% | 1044 |
|
|
2023
Q1 | $1.19M | Buy |
58,720
+2,531
| +5% | +$51.2K | 0.01% | 976 |
|
|
2022
Q4 | $1.1M | Sell |
56,189
-77,918
| -58% | -$1.53M | 0.01% | 943 |
|
|
2022
Q3 | $2.58M | Sell |
134,107
-6,746
| -5% | -$130K | 0.02% | 619 |
|
|
2022
Q2 | $2.9M | Buy |
140,853
+20,072
| +17% | +$414K | 0.02% | 547 |
|
|
2022
Q1 | $2.91M | Buy |
120,781
+9,913
| +9% | +$239K | 0.02% | 594 |
|
|
2021
Q4 | $2.88M | Buy |
110,868
+86,908
| +363% | +$2.26M | 0.02% | 584 |
|
|
2021
Q3 | $598K | Buy |
23,960
+11,059
| +86% | +$276K | ﹤0.01% | 1092 |
|
|
2021
Q2 | $331K | Sell |
12,901
-2,407
| -16% | -$61.8K | ﹤0.01% | 1302 |
|
|
2021
Q1 | $379K | Buy |
+15,308
| New | +$379K | ﹤0.01% | 1159 |
|