Berger Financial Group’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 | $2.32M | Sell |
107,301
-491
| -0.5% | -$10.6K | 0.15% | 121 |
|
|
2025
Q1 | $2.27M | Sell |
107,792
-19,429
| -15% | -$410K | 0.16% | 119 |
|
|
2024
Q4 | $2.71M | Sell |
127,221
-95,441
| -43% | -$2.04M | 0.19% | 110 |
|
|
2024
Q3 | $4.95M | Sell |
222,662
-33,019
| -13% | -$735K | 0.36% | 75 |
|
|
2024
Q2 | $5.4M | Sell |
255,681
-46,013
| -15% | -$972K | 0.43% | 56 |
|
|
2024
Q1 | $6.4M | Sell |
301,694
-2,990
| -1% | -$63.4K | 0.53% | 43 |
|
|
2023
Q4 | $6.3M | Sell |
304,684
-20,407
| -6% | -$422K | 0.65% | 34 |
|
|
2023
Q3 | $6.21M | Sell |
325,091
-16,900
| -5% | -$323K | 0.71% | 31 |
|
|
2023
Q2 | $6.95M | Sell |
341,991
-68,367
| -17% | -$1.39M | 0.79% | 29 |
|
|
2023
Q1 | $8.3M | Sell |
410,358
-10,382
| -2% | -$210K | 1% | 20 |
|
|
2022
Q4 | $8.24M | Sell |
420,740
-22,508
| -5% | -$441K | 1.09% | 19 |
|
|
2022
Q3 | $8.51M | Sell |
443,248
-93,810
| -17% | -$1.8M | 1.25% | 19 |
|
|
2022
Q2 | $11.1M | Buy |
537,058
+610
| +0.1% | +$12.6K | 1.62% | 13 |
|
|
2022
Q1 | $12.9M | Buy |
536,448
+59,179
| +12% | +$1.43M | 1.64% | 13 |
|
|
2021
Q4 | $12.4M | Buy |
477,269
+125,178
| +36% | +$3.25M | 1.64% | 14 |
|
|
2021
Q3 | $8.78M | Buy |
352,091
+120,485
| +52% | +$3M | 1.58% | 14 |
|
|
2021
Q2 | $5.93M | Buy |
231,606
+131,969
| +132% | +$3.38M | 1.07% | 22 |
|
|
2021
Q1 | $2.47M | Buy |
99,637
+70,596
| +243% | +$1.75M | 0.54% | 60 |
|
|
2020
Q4 | $742K | Buy |
+29,041
| New | +$742K | 0.13% | 103 |
|