Carson Wealth (CWM LLC)’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 | $329K | Buy |
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|
2025
Q2 | $320K | Buy |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $315K | Buy |
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|
2024
Q3 | $328K | Sell |
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|
2024
Q2 | $375K | Sell |
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|
2024
Q1 | $393K | Sell |
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|
2023
Q4 | $395K | Sell |
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|
2023
Q3 | $382K | Buy |
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|
2023
Q2 | $373K | Sell |
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|
2023
Q1 | $407K | Buy |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | $253K | Hold |
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|
2022
Q2 | $271K | Sell |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $241K | Buy |
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|
2021
Q2 | $36K | Hold |
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|
2021
Q1 | $36K | Hold |
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|
2020
Q4 | $36K | Hold |
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|
2020
Q3 | $36K | Hold |
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|
2020
Q2 | $36K | Hold |
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|
2020
Q1 | $36K | Hold |
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|
2019
Q4 | $36K | Hold |
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|
2019
Q3 | $36K | Hold |
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|
2019
Q2 | $36K | Hold |
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|
2019
Q1 | $36K | Buy |
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|
2018
Q4 | $3K | Sell |
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|
2018
Q3 | $5K | Buy |
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