Avantax Advisory Services’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 | $910K | Sell |
42,007
-2,137
| -5% | -$46.3K | 0.01% | 1224 |
|
|
2025
Q1 | $931K | Buy |
44,144
+1,867
| +4% | +$39.4K | 0.01% | 1131 |
|
|
2024
Q4 | $902K | Buy |
42,277
+3,670
| +10% | +$78.3K | 0.01% | 1090 |
|
|
2024
Q3 | $859K | Buy |
38,607
+309
| +0.8% | +$6.88K | 0.01% | 1110 |
|
|
2024
Q2 | $809K | Buy |
38,298
+136
| +0.4% | +$2.87K | 0.01% | 1093 |
|
|
2024
Q1 | $809K | Buy |
38,162
+1,332
| +4% | +$28.3K | 0.01% | 832 |
|
|
2023
Q4 | $762K | Sell |
36,830
-577
| -2% | -$11.9K | 0.01% | 823 |
|
|
2023
Q3 | $715K | Sell |
37,407
-3,483
| -9% | -$66.6K | 0.01% | 802 |
|
|
2023
Q2 | $831K | Buy |
40,890
+143
| +0.4% | +$2.91K | 0.01% | 748 |
|
|
2023
Q1 | $824K | Buy |
40,747
+322
| +0.8% | +$6.51K | 0.01% | 730 |
|
|
2022
Q4 | $792K | Sell |
40,425
-278
| -0.7% | -$5.44K | 0.01% | 707 |
|
|
2022
Q3 | $781K | Sell |
40,703
-1,883
| -4% | -$36.1K | 0.01% | 632 |
|
|
2022
Q2 | $877K | Sell |
42,586
-10,091
| -19% | -$208K | 0.01% | 591 |
|
|
2022
Q1 | $1.27M | Buy |
52,677
+1,415
| +3% | +$34.1K | 0.02% | 481 |
|
|
2021
Q4 | $1.33M | Buy |
51,262
+7,246
| +16% | +$188K | 0.02% | 448 |
|
|
2021
Q3 | $1.1M | Buy |
44,016
+11,170
| +34% | +$279K | 0.02% | 463 |
|
|
2021
Q2 | $841K | Buy |
32,846
+18,672
| +132% | +$478K | 0.02% | 522 |
|
|
2021
Q1 | $351K | Buy |
+14,174
| New | +$351K | 0.01% | 744 |
|