Allworth Financial’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 | $177K | Buy |
8,190
+26
| +0.3% | +$563 | ﹤0.01% | 1230 |
|
|
2025
Q1 | $167K | Buy |
8,164
+37
| +0.5% | +$757 | ﹤0.01% | 1006 |
|
|
2024
Q4 | $176K | Buy |
8,127
+1,792
| +28% | +$38.9K | ﹤0.01% | 992 |
|
|
2024
Q3 | $141K | Sell |
6,335
-2,647
| -29% | -$58.9K | ﹤0.01% | 929 |
|
|
2024
Q2 | $192K | Sell |
8,982
-204
| -2% | -$4.35K | ﹤0.01% | 830 |
|
|
2024
Q1 | $195K | Sell |
9,186
-194,651
| -95% | -$4.13M | ﹤0.01% | 794 |
|
|
2023
Q4 | $4.22M | Sell |
203,837
-3,313
| -2% | -$68.5K | 0.03% | 209 |
|
|
2023
Q3 | $3.96M | Sell |
207,150
-6,543
| -3% | -$125K | 0.03% | 191 |
|
|
2023
Q2 | $4.34M | Buy |
213,693
+213,278
| +51,392% | +$4.34M | 0.04% | 184 |
|
|
2023
Q1 | $8.39K | Buy |
415
+204
| +97% | +$4.12K | ﹤0.01% | 1854 |
|
|
2022
Q4 | $4.13K | Buy |
211
+4
| +2% | +$78 | ﹤0.01% | 1966 |
|
|
2022
Q3 | $4K | Buy |
207
+3
| +1% | +$58 | ﹤0.01% | 1939 |
|
|
2022
Q2 | $4K | Sell |
204
-496
| -71% | -$9.73K | ﹤0.01% | 1810 |
|
|
2022
Q1 | $17K | Buy |
+700
| New | +$17K | ﹤0.01% | 1315 |
|
|
2021
Q4 | – | Sell |
-254
| Closed | -$6K | – | 2018 |
|
|
2021
Q3 | $6K | Buy |
254
+4
| +2% | +$94 | ﹤0.01% | 1474 |
|
|
2021
Q2 | $6K | Buy |
+250
| New | +$6K | ﹤0.01% | 1162 |
|