Carson Wealth (CWM LLC)’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 | $320K | Buy |
14,768
+2
| +0% | +$43 | ﹤0.01% | 1817 |
|
|
2025
Q1 | $311K | Buy |
14,766
+3
| +0% | +$63 | ﹤0.01% | 1649 |
|
|
2024
Q4 | $315K | Buy |
14,763
+3
| +0% | +$64 | ﹤0.01% | 1564 |
|
|
2024
Q3 | $328K | Sell |
14,760
-3,015
| -17% | -$67K | ﹤0.01% | 1496 |
|
|
2024
Q2 | $375K | Sell |
17,775
-772
| -4% | -$16.3K | ﹤0.01% | 1299 |
|
|
2024
Q1 | $393K | Sell |
18,547
-549
| -3% | -$11.6K | ﹤0.01% | 1218 |
|
|
2023
Q4 | $395K | Sell |
19,096
-902
| -5% | -$18.7K | ﹤0.01% | 1145 |
|
|
2023
Q3 | $382K | Buy |
19,998
+1,651
| +9% | +$31.5K | ﹤0.01% | 1063 |
|
|
2023
Q2 | $373K | Sell |
18,347
-1,767
| -9% | -$35.9K | ﹤0.01% | 1038 |
|
|
2023
Q1 | $407K | Buy |
20,114
+6,618
| +49% | +$134K | ﹤0.01% | 946 |
|
|
2022
Q4 | $264K | Buy |
13,496
+321
| +2% | +$6.28K | ﹤0.01% | 997 |
|
|
2022
Q3 | $253K | Hold |
13,175
| – | – | ﹤0.01% | 960 |
|
|
2022
Q2 | $271K | Sell |
13,175
-414
| -3% | -$8.52K | ﹤0.01% | 926 |
|
|
2022
Q1 | $328K | Buy |
13,589
+4,294
| +46% | +$104K | ﹤0.01% | 854 |
|
|
2021
Q4 | $241K | Buy |
+9,295
| New | +$241K | ﹤0.01% | 942 |
|
|
2021
Q2 | $36K | Hold |
1,415
| – | – | ﹤0.01% | 1536 |
|
|
2021
Q1 | $36K | Hold |
1,415
| – | – | ﹤0.01% | 1536 |
|
|
2020
Q4 | $36K | Hold |
1,415
| – | – | ﹤0.01% | 1536 |
|
|
2020
Q3 | $36K | Hold |
1,415
| – | – | ﹤0.01% | 1536 |
|
|
2020
Q2 | $36K | Hold |
1,415
| – | – | ﹤0.01% | 1536 |
|
|
2020
Q1 | $36K | Hold |
1,415
| – | – | ﹤0.01% | 1536 |
|
|
2019
Q4 | $36K | Hold |
1,415
| – | – | ﹤0.01% | 1536 |
|
|
2019
Q3 | $36K | Hold |
1,415
| – | – | ﹤0.01% | 1536 |
|
|
2019
Q2 | $36K | Hold |
1,415
| – | – | ﹤0.01% | 1536 |
|
|
2019
Q1 | $36K | Buy |
1,415
+1,292
| +1,050% | +$32.9K | ﹤0.01% | 1536 |
|
|
2018
Q4 | $3K | Sell |
123
-66
| -35% | -$1.61K | ﹤0.01% | 1654 |
|
|
2018
Q3 | $5K | Buy |
+189
| New | +$5K | ﹤0.01% | 1342 |
|