Beam Wealth Advisors’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 | $498K | Sell |
22,981
-402
| -2% | -$8.71K | 0.15% | 92 |
|
|
2025
Q1 | $493K | Sell |
23,383
-13,673
| -37% | -$288K | 0.17% | 90 |
|
|
2024
Q4 | $790K | Buy |
37,056
+402
| +1% | +$8.58K | 0.25% | 75 |
|
|
2024
Q3 | $816K | Sell |
36,654
-532
| -1% | -$11.8K | 0.25% | 72 |
|
|
2024
Q2 | $785K | Sell |
37,186
-1,116
| -3% | -$23.6K | 0.26% | 71 |
|
|
2024
Q1 | $812K | Sell |
38,302
-2,747
| -7% | -$58.3K | 0.49% | 45 |
|
|
2023
Q4 | $849K | Sell |
41,049
-2,316
| -5% | -$47.9K | 0.54% | 41 |
|
|
2023
Q3 | $829K | Sell |
43,365
-28
| -0.1% | -$535 | 0.59% | 40 |
|
|
2023
Q2 | $882K | Sell |
43,393
-1,140
| -3% | -$23.2K | 0.61% | 36 |
|
|
2023
Q1 | $901K | Buy |
44,533
+692
| +2% | +$14K | 0.9% | 37 |
|
|
2022
Q4 | $858K | Buy |
43,841
+4,058
| +10% | +$79.5K | 0.89% | 38 |
|
|
2022
Q3 | $764K | Buy |
39,783
+1,639
| +4% | +$31.5K | 0.85% | 44 |
|
|
2022
Q2 | $786K | Sell |
38,144
-456
| -1% | -$9.4K | 0.87% | 38 |
|
|
2022
Q1 | $931K | Sell |
38,600
-2,926
| -7% | -$70.6K | 1.07% | 30 |
|
|
2021
Q4 | $1.08M | Buy |
41,526
+1,689
| +4% | +$43.9K | 1.24% | 28 |
|
|
2021
Q3 | $994K | Buy |
39,837
+3,886
| +11% | +$97K | 0.85% | 36 |
|
|
2021
Q2 | $921K | Buy |
35,951
+7,565
| +27% | +$194K | 0.79% | 43 |
|
|
2021
Q1 | $702K | Buy |
28,386
+5,330
| +23% | +$132K | 0.63% | 57 |
|
|
2020
Q4 | $589K | Buy |
23,056
+3,479
| +18% | +$88.9K | 0.56% | 63 |
|
|
2020
Q3 | $482K | Buy |
19,577
+447
| +2% | +$11K | 0.45% | 70 |
|
|
2020
Q2 | $467K | Buy |
19,130
+741
| +4% | +$18.1K | 0.47% | 63 |
|
|
2020
Q1 | $405K | Buy |
18,389
+6,939
| +61% | +$153K | 0.4% | 79 |
|
|
2019
Q4 | $279K | Buy |
+11,450
| New | +$279K | 0.26% | 114 |
|