Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,167
| Closed | -$272K | – | 120 |
|
|
2023
Q4 | $272K | Sell |
13,167
-2,469
| -16% | -$51.1K | 0.32% | 99 |
|
|
2023
Q3 | $299K | Sell |
15,636
-1,449
| -8% | -$27.7K | 0.37% | 89 |
|
|
2023
Q2 | $347K | Sell |
17,085
-2,083
| -11% | -$42.3K | 0.35% | 79 |
|
|
2023
Q1 | $388K | Buy |
19,168
+194
| +1% | +$3.93K | 0.39% | 75 |
|
|
2022
Q4 | $372K | Sell |
18,974
-4,689
| -20% | -$91.8K | 0.29% | 73 |
|
|
2022
Q3 | $454K | Sell |
23,663
-642
| -3% | -$12.3K | 0.36% | 52 |
|
|
2022
Q2 | $501K | Buy |
24,305
+2,428
| +11% | +$50K | 0.38% | 50 |
|
|
2022
Q1 | $527K | Buy |
21,877
+19,131
| +697% | +$461K | 0.35% | 49 |
|
|
2021
Q4 | $71K | Buy |
+2,746
| New | +$71K | 0.04% | 194 |
|
|
2021
Q3 | – | Sell |
-180
| Closed | -$5K | – | 675 |
|
|
2021
Q2 | $5K | Buy |
+180
| New | +$5K | ﹤0.01% | 509 |
|