Beam Wealth Advisors’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $516K | Buy |
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|
2025
Q2 | $498K | Sell |
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|
2025
Q1 | $493K | Sell |
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|
2024
Q4 | $790K | Buy |
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|
2024
Q3 | $816K | Sell |
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|
2024
Q2 | $785K | Sell |
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|
2024
Q1 | $812K | Sell |
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|
2023
Q4 | $849K | Sell |
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|
2023
Q3 | $829K | Sell |
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|
2023
Q2 | $882K | Sell |
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|
2023
Q1 | $901K | Buy |
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|
2022
Q4 | $858K | Buy |
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|
2022
Q3 | $764K | Buy |
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|
2022
Q2 | $786K | Sell |
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|
2022
Q1 | $931K | Sell |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $994K | Buy |
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|
2021
Q2 | $921K | Buy |
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|
2021
Q1 | $702K | Buy |
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|
2020
Q4 | $589K | Buy |
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|
2020
Q3 | $482K | Buy |
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|
2020
Q2 | $467K | Buy |
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|
2020
Q1 | $405K | Buy |
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|
2019
Q4 | $279K | Buy |
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