Asset Dedication LLC’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 | $12.2K | Sell |
565
-81
| -13% | -$1.75K | ﹤0.01% | 788 |
|
|
2025
Q1 | $13.6K | Hold |
646
| – | – | ﹤0.01% | 718 |
|
|
2024
Q4 | $13.8K | Hold |
646
| – | – | ﹤0.01% | 720 |
|
|
2024
Q3 | $14.4K | Hold |
646
| – | – | ﹤0.01% | 754 |
|
|
2024
Q2 | $13.6K | Hold |
646
| – | – | ﹤0.01% | 760 |
|
|
2024
Q1 | $14K | Buy |
646
+411
| +175% | +$8.91K | ﹤0.01% | 641 |
|
|
2023
Q4 | $5K | Sell |
235
-809
| -77% | -$17.2K | ﹤0.01% | 792 |
|
|
2023
Q3 | $21K | Sell |
1,044
-200
| -16% | -$4.02K | ﹤0.01% | 555 |
|
|
2023
Q2 | $25K | Hold |
1,244
| – | – | ﹤0.01% | 529 |
|
|
2023
Q1 | $25K | Hold |
1,244
| – | – | ﹤0.01% | 518 |
|
|
2022
Q4 | $25K | Hold |
1,244
| – | – | ﹤0.01% | 509 |
|
|
2022
Q3 | $25K | Hold |
1,244
| – | – | ﹤0.01% | 488 |
|
|
2022
Q2 | $25K | Hold |
1,244
| – | – | ﹤0.01% | 267 |
|
|
2022
Q1 | $30K | Hold |
1,244
| – | – | ﹤0.01% | 498 |
|
|
2021
Q4 | $32K | Buy |
1,244
+200
| +19% | +$5.15K | ﹤0.01% | 474 |
|
|
2021
Q3 | $26K | Hold |
1,044
| – | – | ﹤0.01% | 517 |
|
|
2021
Q2 | $27K | Hold |
1,044
| – | – | ﹤0.01% | 488 |
|
|
2021
Q1 | $25K | Buy |
1,044
+372
| +55% | +$8.91K | 0.01% | 410 |
|
|
2020
Q4 | $17K | Buy |
+672
| New | +$17K | ﹤0.01% | 486 |
|