Balboa Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,275
| Closed | -$295K | – | 302 |
|
|
2023
Q4 | $295K | Sell |
14,275
-3,715
| -21% | -$76.8K | 0.1% | 161 |
|
|
2023
Q3 | $344K | Sell |
17,990
-1,409
| -7% | -$26.9K | 0.13% | 132 |
|
|
2023
Q2 | $394K | Sell |
19,399
-55,104
| -74% | -$1.12M | 0.14% | 133 |
|
|
2023
Q1 | $1.51M | Sell |
74,503
-238
| -0.3% | -$4.82K | 0.57% | 31 |
|
|
2022
Q4 | $1.46M | Buy |
74,741
+3,104
| +4% | +$60.8K | 0.66% | 28 |
|
|
2022
Q3 | $1.38M | Buy |
+71,637
| New | +$1.38M | 0.6% | 30 |
|