Calton & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,501
| Closed | -$277K | – | 289 |
|
|
2022
Q1 | $277K | Sell |
11,501
-50,663
| -81% | -$1.22M | 0.08% | 267 |
|
|
2021
Q4 | $1.62M | Buy |
62,164
+21,672
| +54% | +$563K | 0.43% | 56 |
|
|
2021
Q3 | $1.01M | Buy |
40,492
+29,254
| +260% | +$729K | 0.22% | 116 |
|
|
2021
Q2 | $288K | Buy |
11,238
+2,840
| +34% | +$72.8K | 0.05% | 306 |
|
|
2021
Q1 | $208K | Buy |
+8,398
| New | +$208K | 0.04% | 371 |
|